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
576
$313K 0.01%
18,503
+8,708
577
$312K 0.01%
9,126
-494
578
$311K 0.01%
2,201
-29
579
$309K 0.01%
15,841
+5,073
580
$306K 0.01%
+8,458
581
$305K 0.01%
2,576
+8
582
$305K 0.01%
1,798
+98
583
$303K 0.01%
1,533
+151
584
$298K 0.01%
2,260
-572
585
$296K 0.01%
4,370
+255
586
$294K 0.01%
10,592
+2,592
587
$288K 0.01%
1,532
+306
588
$287K 0.01%
4,418
+89
589
$283K 0.01%
6,539
-34,942
590
$282K 0.01%
22,308
+2,222
591
$280K 0.01%
8,750
-379
592
$280K 0.01%
1,564
-560
593
$279K 0.01%
5,993
594
$279K 0.01%
4,142
-555
595
$278K 0.01%
2,919
596
$278K 0.01%
456
+6
597
$277K 0.01%
6,610
598
$276K 0.01%
1,780
+137
599
$273K 0.01%
1,856
+8
600
$272K 0.01%
2,270
-926
22 23
24
25 26