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
876
$39.9K ﹤0.01%
+500
877
$39.8K ﹤0.01%
494
-423
878
$39.7K ﹤0.01%
78
-3
879
$39.3K ﹤0.01%
+316
880
$39.2K ﹤0.01%
167
+25
881
$39.2K ﹤0.01%
800
+252
882
$39K ﹤0.01%
226
-9
883
$39K ﹤0.01%
623
-313
884
$39K ﹤0.01%
425
-18
885
$38.9K ﹤0.01%
1,695
-32
886
$38.8K ﹤0.01%
1,063
+62
887
$38.7K ﹤0.01%
56
-11
888
$38.6K ﹤0.01%
478
+340
889
$37.8K ﹤0.01%
228
-77
890
$37.1K ﹤0.01%
178
-128
891
$37K ﹤0.01%
786
+16
892
$36.7K ﹤0.01%
+1,211
893
$36.4K ﹤0.01%
1,132
-828
894
$36K ﹤0.01%
867
895
$35.2K ﹤0.01%
308
-64
896
$34.7K ﹤0.01%
422
-40
897
$34.6K ﹤0.01%
74
-46
898
$34.3K ﹤0.01%
177
-37
899
$34.3K ﹤0.01%
800
+282
900
$34.1K ﹤0.01%
1,866
+1,104
34 35
36
37 38