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
676
$165K ﹤0.01%
3,347
-198
677
$164K ﹤0.01%
2,514
+390
678
$164K ﹤0.01%
2,210
-11,553
679
$164K ﹤0.01%
1,452
-26
680
$162K ﹤0.01%
5,461
+330
681
$162K ﹤0.01%
10,086
-314
682
$162K ﹤0.01%
721
-197
683
$160K ﹤0.01%
314
-584
684
$159K ﹤0.01%
3,881
-708
685
$159K ﹤0.01%
3,641
-475
686
$156K ﹤0.01%
2,528
-155
687
$155K ﹤0.01%
3,075
+715
688
$153K ﹤0.01%
1,232
-438
689
$152K ﹤0.01%
8,402
+25
690
$150K ﹤0.01%
189
-16
691
$149K ﹤0.01%
679
-88
692
$144K ﹤0.01%
12,341
-679
693
$141K ﹤0.01%
4,925
+4,849
694
$139K ﹤0.01%
4,164
+1,202
695
$139K ﹤0.01%
2,177
696
$139K ﹤0.01%
5,681
-48
697
$136K ﹤0.01%
+2,602
698
$136K ﹤0.01%
755
-379
699
$136K ﹤0.01%
775
-231
700
$135K ﹤0.01%
1,303
-1,071
26 27
28
29 30