TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.07B
AUM Growth
+$440M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,537
New
Increased
Reduced
Closed

Top Buys

1
+$38.7M
2
+$19.4M
3
+$12.3M
4
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$11.2M
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$9.97M

Top Sells

1
+$8.63M
2
+$3.19M
3
+$3.07M
4
BMY icon
Bristol-Myers Squibb
BMY
+$3.02M
5
VGT icon
Vanguard Information Technology ETF
VGT
+$2.71M

Sector Composition

1 Technology 7.24%
2 Financials 5.01%
3 Healthcare 3.29%
4 Industrials 3.06%
5 Communication Services 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$346K 0.01%
6,173
-741
527
$346K 0.01%
40,774
+11,705
528
$345K 0.01%
2,122
+133
529
$341K 0.01%
1,968
-1,098
530
$340K 0.01%
2,124
+445
531
$339K 0.01%
3,574
-17
532
$339K 0.01%
3,720
-118
533
$339K 0.01%
7,979
+5,435
534
$338K 0.01%
10,948
+1,017
535
$337K 0.01%
4,697
+1,042
536
$337K 0.01%
824
+747
537
$336K 0.01%
1,925
+533
538
$334K 0.01%
23,637
-4,082
539
$334K 0.01%
3,168
+644
540
$331K 0.01%
1,965
-25
541
$331K 0.01%
1,108
-1,017
542
$330K 0.01%
5,393
+350
543
$329K 0.01%
6,347
+1,431
544
$327K 0.01%
12,344
+424
545
$325K 0.01%
1,723
+459
546
$324K 0.01%
4,159
+1,200
547
$323K 0.01%
2,402
+1,771
548
$319K 0.01%
1,366
-974
549
$317K 0.01%
1,638
-10,952
550
$315K 0.01%
8,043
-2,237
20 21
22
23 24