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
701
$134K ﹤0.01%
4,460
+1,155
702
$133K ﹤0.01%
1,856
703
$133K ﹤0.01%
279
-26
704
$133K ﹤0.01%
1,176
+9
705
$131K ﹤0.01%
5,936
-600
706
$131K ﹤0.01%
1,893
+225
707
$130K ﹤0.01%
6,308
-1,759
708
$129K ﹤0.01%
6,532
+1,374
709
$127K ﹤0.01%
864
-50
710
$127K ﹤0.01%
13,781
-902
711
$127K ﹤0.01%
1,294
+569
712
$123K ﹤0.01%
1,404
-85
713
$122K ﹤0.01%
250
-147
714
$121K ﹤0.01%
225
+82
715
$119K ﹤0.01%
1,797
716
$118K ﹤0.01%
433
+12
717
$117K ﹤0.01%
429
-111
718
$117K ﹤0.01%
2,022
+1,865
719
$116K ﹤0.01%
2,511
-1,560
720
$115K ﹤0.01%
525
+37
721
$114K ﹤0.01%
544
-24
722
$112K ﹤0.01%
1,393
+95
723
$110K ﹤0.01%
589
+528
724
$109K ﹤0.01%
4,199
-206
725
$109K ﹤0.01%
1,462
-1,139
27 28
29
30 31