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
951
$26.2K ﹤0.01%
408
-60
952
$25.9K ﹤0.01%
602
-3,039
953
$25.7K ﹤0.01%
408
+78
954
$25.7K ﹤0.01%
272
+8
955
$25.6K ﹤0.01%
+264
956
$25.6K ﹤0.01%
303
-190
957
$25.5K ﹤0.01%
611
-117
958
$25.4K ﹤0.01%
443
+32
959
$25.2K ﹤0.01%
324
960
$24.9K ﹤0.01%
632
961
$24.9K ﹤0.01%
+339
962
$24.3K ﹤0.01%
405
-218
963
$24.3K ﹤0.01%
+293
964
$24.3K ﹤0.01%
181
965
$24.1K ﹤0.01%
2,437
-53
966
$23.7K ﹤0.01%
111
+5
967
$23.2K ﹤0.01%
134
-92
968
$23.1K ﹤0.01%
409
+376
969
$23K ﹤0.01%
714
+116
970
$22.9K ﹤0.01%
768
-10
971
$22.8K ﹤0.01%
+3,134
972
$22.7K ﹤0.01%
274
-1,582
973
$22.1K ﹤0.01%
730
+16
974
$21.6K ﹤0.01%
+352
975
$21.5K ﹤0.01%
59
-8
37 38
39
40 41