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
601
$272K 0.01%
1,662
+1,253
602
$271K 0.01%
2,593
-22
603
$270K 0.01%
3,666
+733
604
$266K 0.01%
3,956
+368
605
$265K 0.01%
1,234
+190
606
$264K 0.01%
4,674
-431
607
$259K 0.01%
+3,463
608
$259K 0.01%
13,526
+2,084
609
$259K 0.01%
997
+50
610
$258K 0.01%
3,912
-327
611
$256K 0.01%
3,039
+1,646
612
$254K 0.01%
973
-120
613
$252K 0.01%
1,048
-2,821
614
$250K 0.01%
870
+828
615
$250K 0.01%
4,806
-258
616
$249K 0.01%
5,223
+1,117
617
$249K 0.01%
1,794
+158
618
$247K 0.01%
2,198
-77
619
$246K 0.01%
1,136
+593
620
$245K 0.01%
1,209
+1,160
621
$243K 0.01%
5,518
+1,354
622
$242K 0.01%
6,916
+468
623
$242K 0.01%
8,361
+504
624
$241K 0.01%
621
-129
625
$240K 0.01%
4,763
-1,584
23 24
25
26 27