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
551
$342K 0.01%
5,178
+252
552
$340K 0.01%
31,319
-26,953
553
$339K 0.01%
8,337
+358
554
$339K 0.01%
1,334
+1,245
555
$338K 0.01%
1,142
+46
556
$338K 0.01%
2,431
-373
557
$338K 0.01%
2,633
+139
558
$335K 0.01%
1,759
-35
559
$332K 0.01%
3,304
-979
560
$331K 0.01%
4,752
+1,078
561
$331K 0.01%
724
-1,018
562
$329K 0.01%
11,208
+706
563
$329K 0.01%
3,889
-28
564
$327K 0.01%
2,609
+199
565
$326K 0.01%
1,665
+27
566
$326K 0.01%
4,842
-4,123
567
$325K 0.01%
3,619
+99
568
$324K 0.01%
1,784
+11
569
$323K 0.01%
+8,670
570
$322K 0.01%
7,425
-618
571
$322K 0.01%
934
-174
572
$321K 0.01%
5,915
-807
573
$320K 0.01%
3,431
-289
574
$316K 0.01%
14,612
-3,965
575
$315K 0.01%
10,995
+729
21 22
23
24 25