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
926
$30.3K ﹤0.01%
1,212
927
$30.2K ﹤0.01%
294
-8
928
$29.8K ﹤0.01%
400
+59
929
$29.6K ﹤0.01%
1,101
+455
930
$29.2K ﹤0.01%
446
+263
931
$29.1K ﹤0.01%
1,189
+1
932
$29.1K ﹤0.01%
372
933
$29K ﹤0.01%
+743
934
$28.8K ﹤0.01%
1,069
+823
935
$28.8K ﹤0.01%
468
936
$28.6K ﹤0.01%
162
937
$28.5K ﹤0.01%
247
-101
938
$28.2K ﹤0.01%
464
+234
939
$28.1K ﹤0.01%
322
-171
940
$27.9K ﹤0.01%
683
-35
941
$27.7K ﹤0.01%
504
-178
942
$27.7K ﹤0.01%
942
-50
943
$27.3K ﹤0.01%
728
-212
944
$27.3K ﹤0.01%
140
+42
945
$26.7K ﹤0.01%
825
-194
946
$26.5K ﹤0.01%
2,814
+161
947
$26.4K ﹤0.01%
956
+743
948
$26.2K ﹤0.01%
324
949
$26.1K ﹤0.01%
264
+164
950
$26K ﹤0.01%
181
-149
36 37
38
39 40