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
801
$65.7K ﹤0.01%
3,919
+3,891
802
$65.6K ﹤0.01%
3,695
-66
803
$65.4K ﹤0.01%
629
-75
804
$65.4K ﹤0.01%
532
-992
805
$64.8K ﹤0.01%
504
-18
806
$63.4K ﹤0.01%
818
807
$63.2K ﹤0.01%
4,010
+407
808
$63.1K ﹤0.01%
195
+28
809
$63K ﹤0.01%
+11,338
810
$61.9K ﹤0.01%
+409
811
$61.4K ﹤0.01%
817
+108
812
$61.4K ﹤0.01%
431
-5,272
813
$60.6K ﹤0.01%
423
-15
814
$60.3K ﹤0.01%
192
-10
815
$60.1K ﹤0.01%
233
-31
816
$59.9K ﹤0.01%
621
-411
817
$59.3K ﹤0.01%
2,007
818
$58.9K ﹤0.01%
+204
819
$57.8K ﹤0.01%
284
-4
820
$57.6K ﹤0.01%
2,405
-8
821
$57.5K ﹤0.01%
+633
822
$57.5K ﹤0.01%
32
+1
823
$57.2K ﹤0.01%
140
+23
824
$57.1K ﹤0.01%
1,661
825
$56.7K ﹤0.01%
108
-19
31 32
33
34 35