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
851
$47K ﹤0.01%
1,448
+585
852
$46.9K ﹤0.01%
863
-303
853
$46.9K ﹤0.01%
192
-1,933
854
$46.8K ﹤0.01%
4,078
+2,015
855
$46.8K ﹤0.01%
468
-93
856
$46.7K ﹤0.01%
2,562
+1,553
857
$46.5K ﹤0.01%
576
-1,097
858
$46.4K ﹤0.01%
652
-114
859
$45.5K ﹤0.01%
359
-18
860
$45K ﹤0.01%
468
-99
861
$44.7K ﹤0.01%
+1,036
862
$44.6K ﹤0.01%
828
863
$44.4K ﹤0.01%
1,217
+1
864
$44.3K ﹤0.01%
1,579
+1,529
865
$44.2K ﹤0.01%
2,098
-21,844
866
$43.3K ﹤0.01%
147
-33
867
$43.2K ﹤0.01%
5,203
+4,304
868
$42.9K ﹤0.01%
2,117
+34
869
$42.7K ﹤0.01%
1,115
-384
870
$42.6K ﹤0.01%
2,088
+144
871
$42.5K ﹤0.01%
190
-642
872
$42.4K ﹤0.01%
338
+326
873
$41.3K ﹤0.01%
354
-5,219
874
$40.9K ﹤0.01%
688
-1,058
875
$40.7K ﹤0.01%
124
-334
33 34
35
36 37