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
$1.97B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,169
New
Increased
Reduced
Closed

Top Buys

1 +$8M
2 +$6.93M
3 +$6.37M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.94M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.63M

Top Sells

1 +$15M
2 +$13.8M
3 +$4.16M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.96M
5
GSK icon
GSK
GSK
+$2.9M

Sector Composition

1 Technology 11.01%
2 Healthcare 7.71%
3 Financials 7.43%
4 Communication Services 5.4%
5 Industrials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
776
$19.9K ﹤0.01%
172
-102
777
$19.7K ﹤0.01%
88
778
$19.7K ﹤0.01%
+676
779
$19.6K ﹤0.01%
2,351
-468
780
$19.5K ﹤0.01%
248
781
$19.4K ﹤0.01%
483
+105
782
$19.3K ﹤0.01%
192
783
$19.2K ﹤0.01%
513
-541
784
$19.1K ﹤0.01%
286
+4
785
$19.1K ﹤0.01%
119
-19
786
$19.1K ﹤0.01%
202
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787
$19.1K ﹤0.01%
210
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788
$18.6K ﹤0.01%
213
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789
$18.5K ﹤0.01%
417
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790
$18.4K ﹤0.01%
1,261
+90
791
$18.2K ﹤0.01%
774
-397
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$17.7K ﹤0.01%
422
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793
$17.7K ﹤0.01%
1,145
+970
794
$17.7K ﹤0.01%
388
-4
795
$17.5K ﹤0.01%
+620
796
$17K ﹤0.01%
469
797
$16.9K ﹤0.01%
112
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798
$16.5K ﹤0.01%
1,099
-247
799
$16.3K ﹤0.01%
120
+13
800
$16.3K ﹤0.01%
4