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
901
$37.8K ﹤0.01%
308
902
$37.3K ﹤0.01%
223
-311
903
$36.7K ﹤0.01%
133
+127
904
$36.5K ﹤0.01%
113
-11
905
$36.4K ﹤0.01%
1,051
-12
906
$36.3K ﹤0.01%
117
+113
907
$36.2K ﹤0.01%
867
908
$36.2K ﹤0.01%
1,053
-582
909
$36.1K ﹤0.01%
469
+17
910
$35.3K ﹤0.01%
1,044
-1,095
911
$34.8K ﹤0.01%
176
-1
912
$34.6K ﹤0.01%
157
+5
913
$34.3K ﹤0.01%
2,214
-227
914
$33.4K ﹤0.01%
1,293
+337
915
$33.1K ﹤0.01%
+2,540
916
$32.6K ﹤0.01%
444
-2
917
$32.6K ﹤0.01%
294
918
$32.4K ﹤0.01%
171
+9
919
$32.3K ﹤0.01%
1,015
920
$32.2K ﹤0.01%
+1,114
921
$31.7K ﹤0.01%
363
-213
922
$31.5K ﹤0.01%
602
923
$31.4K ﹤0.01%
1,126
-63
924
$31.3K ﹤0.01%
254
-3
925
$31K ﹤0.01%
403
+3
35 36
37
38 39