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
676
$179K ﹤0.01%
7,337
+98
677
$179K ﹤0.01%
3,154
+2,933
678
$178K ﹤0.01%
1,368
-871
679
$177K ﹤0.01%
2,278
+122
680
$174K ﹤0.01%
1,205
+1,005
681
$174K ﹤0.01%
1,348
-10,401
682
$173K ﹤0.01%
2,317
-13
683
$173K ﹤0.01%
10,953
+867
684
$170K ﹤0.01%
2,628
-60
685
$164K ﹤0.01%
334
+20
686
$164K ﹤0.01%
1,010
-73
687
$163K ﹤0.01%
1,232
688
$163K ﹤0.01%
691
+234
689
$163K ﹤0.01%
6,964
+1,028
690
$162K ﹤0.01%
2,509
-5
691
$159K ﹤0.01%
+9,323
692
$156K ﹤0.01%
15,977
+2,196
693
$154K ﹤0.01%
66
694
$154K ﹤0.01%
626
+82
695
$154K ﹤0.01%
196
+7
696
$153K ﹤0.01%
593
-190
697
$153K ﹤0.01%
2,518
-10
698
$153K ﹤0.01%
292
+211
699
$153K ﹤0.01%
3,464
-634
700
$152K ﹤0.01%
1,427
-25
26 27
28
29 30