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
901
$33.8K ﹤0.01%
200
-34
902
$33.7K ﹤0.01%
973
+14
903
$33.7K ﹤0.01%
557
+36
904
$33.5K ﹤0.01%
493
+465
905
$33.5K ﹤0.01%
221
-8,311
906
$33.2K ﹤0.01%
245
-2
907
$33.1K ﹤0.01%
398
+22
908
$33.1K ﹤0.01%
978
-923
909
$32.9K ﹤0.01%
624
-35
910
$32.9K ﹤0.01%
1,311
911
$32.9K ﹤0.01%
285
-17
912
$32.7K ﹤0.01%
531
913
$32.7K ﹤0.01%
378
914
$32.6K ﹤0.01%
234
+25
915
$32.1K ﹤0.01%
225
-11
916
$32K ﹤0.01%
2,441
-29
917
$32K ﹤0.01%
1,031
-14
918
$32K ﹤0.01%
602
-216
919
$31.8K ﹤0.01%
2,073
+691
920
$31.7K ﹤0.01%
452
+352
921
$31.6K ﹤0.01%
1,015
922
$31K ﹤0.01%
341
+77
923
$30.9K ﹤0.01%
170
-39
924
$30.9K ﹤0.01%
257
-11
925
$30.8K ﹤0.01%
63
-32
35 36
37
38 39