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
951
$25.6K ﹤0.01%
73
-8
952
$25.5K ﹤0.01%
+487
953
$25.2K ﹤0.01%
152
+85
954
$24.8K ﹤0.01%
+778
955
$24.8K ﹤0.01%
559
+74
956
$24.7K ﹤0.01%
392
-33
957
$24.6K ﹤0.01%
330
-206
958
$24.5K ﹤0.01%
309
+3
959
$24K ﹤0.01%
714
960
$23.7K ﹤0.01%
2,255
-51
961
$23.6K ﹤0.01%
1,153
+764
962
$23.4K ﹤0.01%
331
-15
963
$23.2K ﹤0.01%
483
-26
964
$23.2K ﹤0.01%
66
+51
965
$23K ﹤0.01%
+89
966
$22.9K ﹤0.01%
182
+38
967
$22.7K ﹤0.01%
1,002
-141
968
$22.7K ﹤0.01%
147
+1
969
$22.4K ﹤0.01%
543
+535
970
$22.3K ﹤0.01%
598
-110
971
$22.2K ﹤0.01%
2,490
+2,284
972
$22K ﹤0.01%
680
973
$21.8K ﹤0.01%
566
-23
974
$21.8K ﹤0.01%
632
-38
975
$21.6K ﹤0.01%
419
+209
37 38
39
40 41