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
726
$119K ﹤0.01%
1,983
+1,711
727
$119K ﹤0.01%
446
728
$118K ﹤0.01%
1,423
-793
729
$118K ﹤0.01%
7,266
-5,655
730
$117K ﹤0.01%
2,152
-2,005
731
$115K ﹤0.01%
441
+12
732
$113K ﹤0.01%
867
-309
733
$113K ﹤0.01%
862
-2
734
$112K ﹤0.01%
1,973
-1,711
735
$112K ﹤0.01%
594
-362
736
$112K ﹤0.01%
374
-484
737
$111K ﹤0.01%
799
+637
738
$111K ﹤0.01%
825
-195
739
$110K ﹤0.01%
221
-58
740
$109K ﹤0.01%
2,560
+180
741
$108K ﹤0.01%
16,139
+4,801
742
$107K ﹤0.01%
209
-56
743
$107K ﹤0.01%
1,503
+44
744
$106K ﹤0.01%
4,022
-177
745
$105K ﹤0.01%
427
-939
746
$102K ﹤0.01%
1,441
+977
747
$99.8K ﹤0.01%
6,198
-526
748
$99.7K ﹤0.01%
7,985
+670
749
$98.7K ﹤0.01%
1,296
-161
750
$98.4K ﹤0.01%
999
+123
28 29
30
31 32