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
551
$314K 0.01%
3,917
-1,627
552
$312K 0.01%
1,920
+1,302
553
$310K 0.01%
1,533
+89
554
$309K 0.01%
3,216
+913
555
$308K 0.01%
2,293
+353
556
$308K 0.01%
10,502
+822
557
$307K 0.01%
3,230
+561
558
$307K 0.01%
1,096
-5
559
$307K 0.01%
4,115
+406
560
$307K 0.01%
2,230
-146
561
$306K 0.01%
4,032
-41
562
$306K 0.01%
9,340
+8,745
563
$305K 0.01%
750
-129
564
$305K 0.01%
10,266
-167
565
$301K 0.01%
1,773
+55
566
$301K 0.01%
2,832
+486
567
$299K 0.01%
858
-138
568
$299K 0.01%
13,337
+2,178
569
$294K 0.01%
2,494
-1,502
570
$287K 0.01%
4,926
571
$287K 0.01%
+9,129
572
$284K 0.01%
+5,859
573
$275K 0.01%
26,525
-6,526
574
$274K 0.01%
2,568
-184
575
$273K 0.01%
5,993
+852
21 22
23
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