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
776
$82.3K ﹤0.01%
390
777
$81.7K ﹤0.01%
300
778
$81.5K ﹤0.01%
4,358
+72
779
$80.8K ﹤0.01%
797
-99
780
$80.2K ﹤0.01%
1,366
781
$80K ﹤0.01%
1,185
-63
782
$79.9K ﹤0.01%
2,393
-193
783
$79.8K ﹤0.01%
842
+25
784
$79.6K ﹤0.01%
964
-42
785
$79.5K ﹤0.01%
1,119
+15
786
$79.4K ﹤0.01%
1,340
+2
787
$79.3K ﹤0.01%
559
+423
788
$78K ﹤0.01%
3,300
+408
789
$77.2K ﹤0.01%
+1,625
790
$76.8K ﹤0.01%
459
+36
791
$76.4K ﹤0.01%
711
-5
792
$76.3K ﹤0.01%
517
+7
793
$74.9K ﹤0.01%
564
+133
794
$74.9K ﹤0.01%
462
-313
795
$74.9K ﹤0.01%
2,051
+1,492
796
$74.3K ﹤0.01%
948
+57
797
$73.5K ﹤0.01%
298
-457
798
$73.1K ﹤0.01%
2,897
-673
799
$73K ﹤0.01%
+3,040
800
$72.9K ﹤0.01%
1,135
30 31
32
33 34