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
726
$108K ﹤0.01%
2,410
+6
727
$107K ﹤0.01%
543
+122
728
$107K ﹤0.01%
2,548
+298
729
$105K ﹤0.01%
1,457
+1,311
730
$105K ﹤0.01%
2,192
-112
731
$105K ﹤0.01%
1,162
-1,293
732
$105K ﹤0.01%
+3,000
733
$104K ﹤0.01%
2,468
-452
734
$103K ﹤0.01%
2,380
-11,455
735
$101K ﹤0.01%
534
+57
736
$99.7K ﹤0.01%
446
-49
737
$98.5K ﹤0.01%
7,315
-913
738
$98K ﹤0.01%
6,724
-38
739
$97.8K ﹤0.01%
493
-24
740
$96.2K ﹤0.01%
238
-2,704
741
$95.5K ﹤0.01%
1,496
742
$94.6K ﹤0.01%
597
+121
743
$94.2K ﹤0.01%
496
+35
744
$94.1K ﹤0.01%
2,623
+371
745
$94K ﹤0.01%
476
-380
746
$93.9K ﹤0.01%
661
747
$93.8K ﹤0.01%
1,486
-850
748
$93.4K ﹤0.01%
1,045
+494
749
$93K ﹤0.01%
2,586
+29
750
$92.8K ﹤0.01%
1,459
+86
28 29
30
31 32