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
926
$30.8K ﹤0.01%
323
+300
927
$30.3K ﹤0.01%
1,178
-3,282
928
$30.3K ﹤0.01%
150
-20
929
$30.1K ﹤0.01%
18
-14
930
$30.1K ﹤0.01%
523
-340
931
$29.9K ﹤0.01%
245
932
$29.8K ﹤0.01%
238
+137
933
$29.7K ﹤0.01%
306
-194
934
$29.5K ﹤0.01%
356
+47
935
$29.5K ﹤0.01%
853
-279
936
$29.3K ﹤0.01%
143
+3
937
$28.8K ﹤0.01%
825
938
$28.7K ﹤0.01%
10,685
+4,355
939
$28.7K ﹤0.01%
1,212
940
$28.6K ﹤0.01%
141
+25
941
$28.4K ﹤0.01%
147
-20
942
$28.2K ﹤0.01%
337
-11,019
943
$28.2K ﹤0.01%
818
-1,228
944
$27.8K ﹤0.01%
+1,247
945
$27.7K ﹤0.01%
+1,204
946
$27.5K ﹤0.01%
161
+14
947
$27.3K ﹤0.01%
33
-23
948
$27.3K ﹤0.01%
733
+50
949
$26.6K ﹤0.01%
130
-346
950
$26.3K ﹤0.01%
928
-14
36 37
38
39 40