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
576
$272K 0.01%
2,239
-1,282
577
$270K 0.01%
3,062
-82
578
$265K 0.01%
5,105
+1,455
579
$265K 0.01%
5,522
-52
580
$264K 0.01%
4,329
+2,252
581
$262K 0.01%
2,795
+966
582
$261K 0.01%
3,674
-3,514
583
$260K 0.01%
4,239
584
$260K 0.01%
8,000
+1,133
585
$257K 0.01%
10,687
+822
586
$256K 0.01%
9,590
-3,584
587
$254K 0.01%
1,093
-6
588
$252K 0.01%
2,493
+113
589
$251K 0.01%
20,086
+2,667
590
$251K 0.01%
2,410
-329
591
$250K 0.01%
1,643
+319
592
$250K 0.01%
2,919
+46
593
$249K 0.01%
+2,615
594
$246K 0.01%
2,275
+52
595
$244K 0.01%
6,610
+863
596
$243K 0.01%
1,848
-38
597
$239K 0.01%
12,921
+1,900
598
$239K 0.01%
1,382
599
$235K 0.01%
947
-101
600
$227K 0.01%
1,447
-229
22 23
24
25 26