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
701
$152K ﹤0.01%
6,632
-5,712
702
$150K ﹤0.01%
1,492
+807
703
$149K ﹤0.01%
1,294
704
$148K ﹤0.01%
3,538
+3,059
705
$148K ﹤0.01%
155
-18
706
$145K ﹤0.01%
679
707
$143K ﹤0.01%
516
+83
708
$141K ﹤0.01%
2,791
-5,923
709
$141K ﹤0.01%
792
+195
710
$137K ﹤0.01%
1,809
-146
711
$134K ﹤0.01%
7,218
-1,184
712
$134K ﹤0.01%
1,182
-222
713
$133K ﹤0.01%
2,324
-653
714
$132K ﹤0.01%
306
+138
715
$131K ﹤0.01%
+5,445
716
$129K ﹤0.01%
552
-981
717
$128K ﹤0.01%
2,404
-6
718
$128K ﹤0.01%
1,602
-195
719
$127K ﹤0.01%
584
+59
720
$127K ﹤0.01%
5,188
-493
721
$125K ﹤0.01%
11,969
+6,766
722
$124K ﹤0.01%
101
-68
723
$123K ﹤0.01%
1,643
-567
724
$123K ﹤0.01%
2,199
+7
725
$120K ﹤0.01%
2,164
-438
27 28
29
30 31