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
851
$52.1K ﹤0.01%
2,114
-3
852
$51.8K ﹤0.01%
1,538
853
$51.1K ﹤0.01%
3,000
854
$50.7K ﹤0.01%
401
855
$50.3K ﹤0.01%
571
+93
856
$50.1K ﹤0.01%
451
-37
857
$50K ﹤0.01%
503
-1,491
858
$49.9K ﹤0.01%
371
+12
859
$49.7K ﹤0.01%
254
-908
860
$49.7K ﹤0.01%
749
+81
861
$49.5K ﹤0.01%
409
-233
862
$49.1K ﹤0.01%
152
+5
863
$48.8K ﹤0.01%
544
-4
864
$48.5K ﹤0.01%
529
+61
865
$47.7K ﹤0.01%
654
+2
866
$47.4K ﹤0.01%
832
+764
867
$47.2K ﹤0.01%
2,108
+1,972
868
$46.7K ﹤0.01%
203
-302
869
$46.1K ﹤0.01%
1,445
-3
870
$45.9K ﹤0.01%
560
-35
871
$45.5K ﹤0.01%
518
+96
872
$45.1K ﹤0.01%
1,858
-8
873
$45K ﹤0.01%
315
-1
874
$44.8K ﹤0.01%
3,401
+1,146
875
$43.7K ﹤0.01%
514
+277
33 34
35
36 37