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
751
$92.4K ﹤0.01%
896
+198
752
$91.5K ﹤0.01%
676
+162
753
$91.2K ﹤0.01%
628
-475
754
$90.9K ﹤0.01%
1,671
-1,094
755
$87.3K ﹤0.01%
901
-237
756
$86.9K ﹤0.01%
2,084
+240
757
$86.6K ﹤0.01%
3,570
758
$85.9K ﹤0.01%
7,915
+4,193
759
$85.3K ﹤0.01%
16,965
+152
760
$83.2K ﹤0.01%
265
761
$82.7K ﹤0.01%
3,533
762
$81.8K ﹤0.01%
1,496
+4
763
$81.3K ﹤0.01%
1,248
-47
764
$80.8K ﹤0.01%
1,964
-50
765
$80.7K ﹤0.01%
1,016
-7,731
766
$80.5K ﹤0.01%
1,338
-20
767
$79.9K ﹤0.01%
876
-35
768
$79.1K ﹤0.01%
+1,042
769
$78.2K ﹤0.01%
1,439
-774
770
$77.8K ﹤0.01%
1,123
+35
771
$77.8K ﹤0.01%
1,006
-60
772
$77.7K ﹤0.01%
4,860
+1,121
773
$77.3K ﹤0.01%
134
-1,334
774
$77.3K ﹤0.01%
1,366
775
$77.1K ﹤0.01%
2,139
+284
29 30
31
32 33