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
601
$227K 0.01%
2,524
-9,949
602
$225K 0.01%
450
+3
603
$225K 0.01%
1,994
604
$224K 0.01%
5,064
+1,730
605
$224K 0.01%
10,768
+798
606
$224K 0.01%
2,499
-152
607
$223K 0.01%
2,017
-778
608
$222K 0.01%
1,226
+276
609
$221K 0.01%
7,857
+2,529
610
$219K 0.01%
1,700
+421
611
$218K 0.01%
3,805
+382
612
$216K 0.01%
9,233
-332
613
$214K 0.01%
1,653
+264
614
$214K 0.01%
1,675
+329
615
$212K 0.01%
3,121
+622
616
$211K 0.01%
3,588
+452
617
$211K 0.01%
139
+21
618
$211K 0.01%
4,057
-3,030
619
$211K 0.01%
780
-1,904
620
$210K 0.01%
2,309
-280
621
$209K 0.01%
3,576
-364
622
$208K 0.01%
13,523
-103
623
$207K 0.01%
2,216
+97
624
$207K 0.01%
4,157
-2,862
625
$205K 0.01%
6,448
+1,549
23 24
25
26 27