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
51
$15.1M 0.34%
413,985
+104,721
52
$14.8M 0.33%
40,424
+4,947
53
$14.5M 0.33%
60,034
+18,846
54
$13.8M 0.31%
54,315
+3,002
55
$13.4M 0.3%
86,495
+7,137
56
$13.1M 0.29%
93,300
-4,806
57
$13M 0.29%
134,506
+3,704
58
$12.4M 0.28%
66,805
+1,995
59
$11.9M 0.27%
20,896
+340
60
$11.9M 0.27%
246,072
+546
61
$11.9M 0.27%
151,762
-15,670
62
$11.7M 0.26%
117,184
-42,545
63
$11.5M 0.26%
310,029
+56,730
64
$11.3M 0.25%
159,024
+5,613
65
$11.1M 0.25%
104,286
+16,279
66
$11M 0.25%
147,939
-2,236
67
$10.6M 0.24%
92,165
+8,838
68
$10.3M 0.23%
109,848
-6,000
69
$10.1M 0.23%
106,274
-11,652
70
$9.73M 0.22%
221,336
-53,383
71
$9.44M 0.21%
112,633
+36,756
72
$9.33M 0.21%
56,725
+1,251
73
$9.18M 0.21%
64,568
+4,403
74
$9.04M 0.2%
198,474
+46,592
75
$8.84M 0.2%
73,770
-5,380
1 2
3
4 5