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
76
$8.34M 0.21%
55,474
+5,902
77
$8.21M 0.2%
16,903
+1,854
78
$8.15M 0.2%
78,517
+3,980
79
$7.99M 0.2%
60,165
+7,883
80
$7.98M 0.2%
10,398
+500
81
$7.54M 0.19%
153,772
+1,217
82
$7.33M 0.18%
155,003
+6,795
83
$7.26M 0.18%
38,950
+7,474
84
$7.15M 0.18%
25,608
+1,495
85
$7.12M 0.17%
102,647
-1,157
86
$7.02M 0.17%
+48,108
87
$6.89M 0.17%
63,946
+11,946
88
$6.88M 0.17%
99,674
+20,760
89
$6.86M 0.17%
69,489
+10,416
90
$6.79M 0.17%
14,477
-27
91
$6.78M 0.17%
151,882
-48,140
92
$6.73M 0.17%
24,679
-7,501
93
$6.6M 0.16%
93,331
-7,463
94
$6.59M 0.16%
94,947
-8,897
95
$6.35M 0.16%
57,518
-5,314
96
$6.27M 0.15%
17,102
-2,101
97
$6.14M 0.15%
46,185
+4,379
98
$6.08M 0.15%
75,877
+1,836
99
$6.07M 0.15%
51,460
-169
100
$6.04M 0.15%
26,672
+5,578
2 3
4
5 6