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
826
$59.3K ﹤0.01%
629
827
$59.3K ﹤0.01%
686
+314
828
$59.3K ﹤0.01%
3,541
-155
829
$59.1K ﹤0.01%
336
+278
830
$58.8K ﹤0.01%
1,207
+92
831
$58.1K ﹤0.01%
797
+768
832
$58K ﹤0.01%
414
+76
833
$57.4K ﹤0.01%
998
-1,513
834
$57.3K ﹤0.01%
332
-5
835
$56.2K ﹤0.01%
201
-3
836
$55.7K ﹤0.01%
1,838
-26
837
$55.4K ﹤0.01%
1,599
-62
838
$55.4K ﹤0.01%
2,536
839
$55.2K ﹤0.01%
742
+25
840
$55K ﹤0.01%
380
-296
841
$54.9K ﹤0.01%
2,231
+143
842
$54.4K ﹤0.01%
6,735
843
$54.2K ﹤0.01%
499
+4
844
$54K ﹤0.01%
160
+125
845
$53.6K ﹤0.01%
204
-34
846
$53.3K ﹤0.01%
228
+50
847
$52.7K ﹤0.01%
3,540
848
$52.7K ﹤0.01%
377
-3,402
849
$52.6K ﹤0.01%
649
+457
850
$52.6K ﹤0.01%
2,586
-1,333
32 33
34
35 36