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
776
$76.9K ﹤0.01%
6,735
777
$76.6K ﹤0.01%
4,523
-1,259
778
$76.5K ﹤0.01%
716
-23
779
$76K ﹤0.01%
505
-1,089
780
$75.7K ﹤0.01%
168
+5
781
$75.2K ﹤0.01%
305
+46
782
$75.1K ﹤0.01%
642
-74
783
$74.8K ﹤0.01%
390
+152
784
$74.7K ﹤0.01%
4,286
+25
785
$74.4K ﹤0.01%
1,770
+30
786
$73.7K ﹤0.01%
1,104
787
$73.7K ﹤0.01%
1,003
-54
788
$73.4K ﹤0.01%
2,892
-687
789
$72.1K ﹤0.01%
891
-51
790
$71.4K ﹤0.01%
488
+136
791
$71.2K ﹤0.01%
300
792
$70.9K ﹤0.01%
+1,135
793
$70.6K ﹤0.01%
+2,382
794
$70.5K ﹤0.01%
824
-1,234
795
$70.5K ﹤0.01%
+685
796
$69.7K ﹤0.01%
1,874
+519
797
$68.4K ﹤0.01%
2,046
+250
798
$67.3K ﹤0.01%
291
799
$66K ﹤0.01%
510
+1
800
$66K ﹤0.01%
457
+106
30 31
32
33 34