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
751
$97.8K ﹤0.01%
695
-1,225
752
$97.3K ﹤0.01%
719
-934
753
$97K ﹤0.01%
1,286
-607
754
$96.2K ﹤0.01%
8,041
+126
755
$95.6K ﹤0.01%
4,168
+158
756
$95.5K ﹤0.01%
1,080
+35
757
$94.5K ﹤0.01%
1,041
+700
758
$94K ﹤0.01%
1,017
+523
759
$93.9K ﹤0.01%
1,966
+527
760
$93.7K ﹤0.01%
+1,776
761
$93K ﹤0.01%
1,109
-353
762
$92.6K ﹤0.01%
10,098
+7,563
763
$92.3K ﹤0.01%
2,586
-1,095
764
$92K ﹤0.01%
1,256
+133
765
$91.2K ﹤0.01%
1,394
-102
766
$91K ﹤0.01%
2,830
+207
767
$90.8K ﹤0.01%
3,374
+1,795
768
$90.3K ﹤0.01%
494
-167
769
$89.6K ﹤0.01%
1,092
+91
770
$89.1K ﹤0.01%
228
+33
771
$88.8K ﹤0.01%
850
+793
772
$87.3K ﹤0.01%
1,959
-5
773
$86.6K ﹤0.01%
154
+46
774
$84.9K ﹤0.01%
4,513
-10
775
$84K ﹤0.01%
1,777
+7
29 30
31
32 33