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
651
$207K ﹤0.01%
6,891
+4,423
652
$207K ﹤0.01%
4,217
+1,669
653
$205K ﹤0.01%
2,707
+80
654
$205K ﹤0.01%
621
+37
655
$201K ﹤0.01%
1,343
-104
656
$199K ﹤0.01%
1,781
-4,174
657
$199K ﹤0.01%
2,724
-4,493
658
$195K ﹤0.01%
3,373
+26
659
$195K ﹤0.01%
577
-203
660
$194K ﹤0.01%
1,868
+26
661
$192K ﹤0.01%
21,460
-5,065
662
$192K ﹤0.01%
3,531
-45
663
$192K ﹤0.01%
385
-1,090
664
$192K ﹤0.01%
2,296
+250
665
$192K ﹤0.01%
402
+37
666
$190K ﹤0.01%
5,523
+62
667
$190K ﹤0.01%
2,544
-518
668
$187K ﹤0.01%
1,896
-12
669
$185K ﹤0.01%
2,052
-10,263
670
$184K ﹤0.01%
3,977
-156
671
$183K ﹤0.01%
3,706
+131
672
$182K ﹤0.01%
7,128
-3,559
673
$182K ﹤0.01%
885
-33
674
$181K ﹤0.01%
1,703
-48
675
$180K ﹤0.01%
318
+184
25 26
27
28 29