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
626
$239K 0.01%
2,914
-18
627
$238K 0.01%
3,805
628
$234K 0.01%
366
+141
629
$231K 0.01%
1,225
630
$231K 0.01%
4,415
+534
631
$230K 0.01%
3,181
+60
632
$230K 0.01%
733
+39
633
$229K 0.01%
1,653
+242
634
$229K 0.01%
7,467
+1,159
635
$228K 0.01%
5,712
+351
636
$227K 0.01%
1,457
+81
637
$225K 0.01%
1,146
-822
638
$224K 0.01%
455
-1,027
639
$223K 0.01%
1,477
+114
640
$222K 0.01%
+4,804
641
$219K ﹤0.01%
1,551
+164
642
$217K ﹤0.01%
5,782
-427
643
$216K ﹤0.01%
1,858
-39
644
$215K ﹤0.01%
2,594
+50
645
$212K ﹤0.01%
889
-50
646
$211K ﹤0.01%
3,089
+14
647
$211K ﹤0.01%
1,751
648
$208K ﹤0.01%
603
-118
649
$208K ﹤0.01%
2,218
+1,782
650
$208K ﹤0.01%
4,357
-10,183
24 25
26
27 28