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
51
$13.3M 0.33%
98,106
-1,169
52
$12.9M 0.32%
167,432
-11,245
53
$12.5M 0.31%
130,802
-1,099
54
$12.2M 0.3%
51,313
+4,328
55
$12M 0.3%
35,477
-1,195
56
$11.9M 0.29%
274,719
+5,475
57
$11.7M 0.29%
245,526
-3,023
58
$11.6M 0.28%
20,556
+1,168
59
$11.4M 0.28%
79,358
+1,390
60
$11.1M 0.27%
150,175
+3,554
61
$10.7M 0.26%
309,264
+74,785
62
$10.7M 0.26%
153,411
+11,041
63
$10.6M 0.26%
79,150
+230
64
$10.5M 0.26%
29,490
+1,993
65
$10.3M 0.25%
117,926
+19,501
66
$9.9M 0.24%
64,810
+2,902
67
$9.81M 0.24%
150,058
+3,176
68
$9.6M 0.24%
14,481
-4,660
69
$9.36M 0.23%
88,007
+20,200
70
$9.35M 0.23%
253,299
+34,863
71
$9.1M 0.22%
201,114
-2,570
72
$8.89M 0.22%
41,188
-15,840
73
$8.76M 0.22%
83,327
-2,108
74
$8.72M 0.21%
89,167
+6,815
75
$8.71M 0.21%
83,382
+37,455
1 2
3
4 5