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
526
$393K 0.01%
47,487
+6,713
527
$390K 0.01%
1,210
+1,189
528
$389K 0.01%
3,973
-1,330
529
$387K 0.01%
4,603
-164
530
$382K 0.01%
10,837
+700
531
$381K 0.01%
3,790
+216
532
$380K 0.01%
1,938
-184
533
$379K 0.01%
7,095
+7,090
534
$375K 0.01%
5,953
-220
535
$375K 0.01%
2,467
+65
536
$373K 0.01%
6,720
+4,140
537
$372K 0.01%
26,281
+2,644
538
$370K 0.01%
5,763
+88
539
$370K 0.01%
3,759
+529
540
$369K 0.01%
4,349
-447
541
$362K 0.01%
8,277
-2,370
542
$362K 0.01%
2,169
+264
543
$359K 0.01%
7,736
+3,865
544
$358K 0.01%
3,427
+211
545
$357K 0.01%
2,066
+141
546
$355K 0.01%
13,175
+3,585
547
$353K 0.01%
1,222
-909
548
$345K 0.01%
13,236
+4,676
549
$343K 0.01%
2,577
-156
550
$342K 0.01%
5,557
+164
20 21
22
23 24