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
$4.82B
AUM Growth
+$128M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,756
New
Increased
Reduced
Closed

Top Buys

1
+$24.4M
2
+$24.1M
3
+$20M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$16.3M
5
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$16.1M

Top Sells

1
+$14.2M
2
+$6.63M
3
+$6.4M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$5.27M
5
JNJ icon
Johnson & Johnson
JNJ
+$5.05M

Sector Composition

1 Technology 5.99%
2 Financials 3.62%
3 Healthcare 2.76%
4 Industrials 2.63%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BWA icon
526
BorgWarner
BWA
$15.2B
$396K 0.01%
7,290
+1,221
VTWO icon
527
Vanguard Russell 2000 ETF
VTWO
$16.5B
$392K 0.01%
3,915
+114
DVN icon
528
Devon Energy
DVN
$53.3B
$387K 0.01%
7,694
+542
EHC icon
529
Encompass Health
EHC
$10.1B
$386K 0.01%
3,987
-2,214
STLD icon
530
Steel Dynamics
STLD
$39.1B
$382K 0.01%
2,124
-117
VNQI icon
531
Vanguard Global ex-US Real Estate ETF
VNQI
$3.38B
$378K 0.01%
8,513
+6,147
CTVA icon
532
Corteva
CTVA
$51.9B
$375K 0.01%
4,476
+87
AMG icon
533
Affiliated Managers Group
AMG
$8.2B
$375K 0.01%
1,354
+170
CRBN icon
534
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.13B
$375K 0.01%
1,681
-536
EQIX icon
535
Equinix
EQIX
$106B
$373K 0.01%
381
+65
LDOS icon
536
Leidos
LDOS
$16B
$371K 0.01%
2,383
-5,555
LAZ icon
537
Lazard
LAZ
$4.8B
$367K 0.01%
8,644
+211
WFRD icon
538
Weatherford International
WFRD
$7.46B
$366K 0.01%
3,865
+646
VIS icon
539
Vanguard Industrials ETF
VIS
$7.77B
$363K 0.01%
1,164
+25
CRUS icon
540
Cirrus Logic
CRUS
$8.63B
$363K 0.01%
2,507
CNH
541
CNH Industrial
CNH
$13.7B
$361K 0.01%
32,797
+1,165
DE icon
542
Deere & Co
DE
$159B
$359K 0.01%
637
+6
PBR icon
543
Petrobras
PBR
$117B
$357K 0.01%
17,217
-4,685
SPTS icon
544
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
$5.87B
$353K 0.01%
12,095
-74,120
BR icon
545
Broadridge
BR
$17.9B
$352K 0.01%
2,163
+79
BIIB icon
546
Biogen
BIIB
$27.9B
$350K 0.01%
1,909
+1,452
CTSH icon
547
Cognizant
CTSH
$25.3B
$350K 0.01%
5,702
-77
CNQ icon
548
Canadian Natural Resources
CNQ
$99.5B
$348K 0.01%
7,149
-630
DASH icon
549
DoorDash
DASH
$67.4B
$346K 0.01%
2,307
+292
VOT icon
550
Vanguard Mid-Cap Growth ETF
VOT
$19.4B
$340K 0.01%
1,320
+25
20 21
22
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