TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.82B
1-Year Est. Return 15.25%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.44B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,574
New
Increased
Reduced
Closed

Top Buys

1
+$28.4M
2
+$18.3M
3
+$17.5M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$17.5M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$15.3M

Top Sells

1
+$14.4M
2
+$5.63M
3
+$4.47M
4
AVGO icon
Broadcom
AVGO
+$4.32M
5
IUSV icon
iShares Core S&P US Value ETF
IUSV
+$4.14M

Sector Composition

1 Technology 7.03%
2 Financials 4.53%
3 Healthcare 3.19%
4 Industrials 2.87%
5 Communication Services 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$450K 0.01%
26,493
-1,085
502
$449K 0.01%
1,043
+219
503
$445K 0.01%
2,028
+63
504
$444K 0.01%
786
-13
505
$442K 0.01%
23,202
-505
506
$440K 0.01%
2,127
+59
507
$424K 0.01%
2,493
+200
508
$423K 0.01%
3,227
-25
509
$423K 0.01%
+11,577
510
$423K 0.01%
2,956
+161
511
$423K 0.01%
3,073
+549
512
$417K 0.01%
21,654
+8,131
513
$416K 0.01%
1,417
+105
514
$416K 0.01%
2,730
+1,055
515
$409K 0.01%
8,109
-4,112
516
$409K 0.01%
1,875
+152
517
$407K 0.01%
11,510
+562
518
$406K 0.01%
7,086
-330
519
$404K 0.01%
11,727
+2,387
520
$403K 0.01%
15,275
+531
521
$402K 0.01%
5,711
+334
522
$398K 0.01%
2,618
+116
523
$397K 0.01%
4,781
+469
524
$394K 0.01%
8,615
+8,072
525
$393K 0.01%
86,632
-1,076
19 20
21
22 23