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
801
$71.4K ﹤0.01%
763
+130
802
$70.9K ﹤0.01%
3,695
803
$70.5K ﹤0.01%
1,939
-83
804
$70.2K ﹤0.01%
2,007
805
$69.7K ﹤0.01%
504
806
$69.6K ﹤0.01%
1,031
-455
807
$68.5K ﹤0.01%
930
+886
808
$67.9K ﹤0.01%
677
+56
809
$67.6K ﹤0.01%
291
810
$67.5K ﹤0.01%
668
-348
811
$67.2K ﹤0.01%
1,092
-6,192
812
$67.1K ﹤0.01%
11,148
-5,817
813
$66.5K ﹤0.01%
290
-15
814
$66.5K ﹤0.01%
243
+10
815
$65.9K ﹤0.01%
2,916
+511
816
$65.9K ﹤0.01%
4,132
+278
817
$65K ﹤0.01%
7,140
+4,326
818
$62.9K ﹤0.01%
594
+216
819
$62.7K ﹤0.01%
85
+75
820
$62.2K ﹤0.01%
3,008
+7
821
$62K ﹤0.01%
692
-132
822
$61.8K ﹤0.01%
1,101
+690
823
$61.7K ﹤0.01%
335
-161
824
$61.4K ﹤0.01%
199
+7
825
$59.7K ﹤0.01%
+1,581
31 32
33
34 35