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
876
$43.6K ﹤0.01%
1,165
+365
877
$43.2K ﹤0.01%
667
-1,510
878
$43K ﹤0.01%
247
+243
879
$42.7K ﹤0.01%
527
-291
880
$42.7K ﹤0.01%
425
881
$42.6K ﹤0.01%
2,179
+633
882
$42.2K ﹤0.01%
1,599
-963
883
$41.8K ﹤0.01%
+829
884
$41K ﹤0.01%
75
+1
885
$40.9K ﹤0.01%
294
+60
886
$40.7K ﹤0.01%
465
-3
887
$40.1K ﹤0.01%
786
888
$39.7K ﹤0.01%
82
-168
889
$39.6K ﹤0.01%
784
-1,300
890
$39.6K ﹤0.01%
825
+25
891
$39K ﹤0.01%
322
+75
892
$39K ﹤0.01%
652
+28
893
$38.9K ﹤0.01%
150
-42
894
$38.9K ﹤0.01%
1,761
-621
895
$38.9K ﹤0.01%
949
-29
896
$38.2K ﹤0.01%
139
-1
897
$38K ﹤0.01%
563
+6
898
$37.8K ﹤0.01%
458
+60
899
$37.8K ﹤0.01%
2,220
+147
900
$37.8K ﹤0.01%
508
+463
34 35
36
37 38