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
626
$205K 0.01%
1,751
+449
627
$205K 0.01%
918
-5
628
$204K 0.01%
1,044
+414
629
$204K 0.01%
2,544
-155
630
$203K 0.01%
2,932
-59
631
$203K 0.01%
1,751
632
$202K 0.01%
1,897
-146
633
$200K ﹤0.01%
11,442
-6,012
634
$200K ﹤0.01%
3,681
-198
635
$199K ﹤0.01%
5,361
-100
636
$199K ﹤0.01%
2,933
+81
637
$199K ﹤0.01%
6,209
-99
638
$199K ﹤0.01%
169
-45
639
$198K ﹤0.01%
1,842
-46
640
$196K ﹤0.01%
1,908
+68
641
$195K ﹤0.01%
1,225
642
$194K ﹤0.01%
3,684
-5,897
643
$190K ﹤0.01%
694
+157
644
$190K ﹤0.01%
783
-180
645
$188K ﹤0.01%
584
-655
646
$188K ﹤0.01%
9,795
-12,668
647
$187K ﹤0.01%
+3,575
648
$187K ﹤0.01%
8,560
+2,603
649
$186K ﹤0.01%
782
-754
650
$186K ﹤0.01%
817
-794
24 25
26
27 28