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
826
$55.9K ﹤0.01%
871
827
$55.8K ﹤0.01%
3,696
-442
828
$55.8K ﹤0.01%
+3,001
829
$55.3K ﹤0.01%
1,538
830
$54.6K ﹤0.01%
1,864
-138
831
$53.3K ﹤0.01%
2,536
+46
832
$52.9K ﹤0.01%
3,854
-255
833
$52.6K ﹤0.01%
1,001
-57
834
$52.1K ﹤0.01%
3,492
+1,859
835
$51.8K ﹤0.01%
1,156
836
$51.7K ﹤0.01%
1,635
+385
837
$51.7K ﹤0.01%
337
+108
838
$50.8K ﹤0.01%
3,540
839
$50.5K ﹤0.01%
500
-36
840
$50.4K ﹤0.01%
548
+67
841
$49.6K ﹤0.01%
401
842
$49K ﹤0.01%
711
+105
843
$48.8K ﹤0.01%
668
+339
844
$48.7K ﹤0.01%
3,000
845
$48.6K ﹤0.01%
495
+402
846
$48.4K ﹤0.01%
717
+32
847
$48.3K ﹤0.01%
436
+123
848
$48.2K ﹤0.01%
+951
849
$48K ﹤0.01%
81
+8
850
$47.3K ﹤0.01%
595
+36
32 33
34
35 36