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
76
$8.8M 0.2%
116,729
+17,055
77
$8.72M 0.2%
35,805
+4,864
78
$8.45M 0.19%
126,322
-23,736
79
$8.36M 0.19%
67,541
-1,948
80
$8.2M 0.18%
72,851
-5,666
81
$8.13M 0.18%
157,577
+2,574
82
$8.03M 0.18%
160,311
+6,539
83
$8.02M 0.18%
28,717
+2,045
84
$7.86M 0.18%
23,029
-6,461
85
$7.8M 0.18%
15,514
-1,389
86
$7.71M 0.17%
68,395
+4,449
87
$7.56M 0.17%
23,052
+3,718
88
$7.42M 0.17%
26,285
+677
89
$7.24M 0.16%
65,256
+20,600
90
$7.11M 0.16%
42,495
-5,613
91
$6.85M 0.15%
141,699
-59,415
92
$6.85M 0.15%
55,327
+3,867
93
$6.82M 0.15%
99,734
-2,913
94
$6.67M 0.15%
64,675
-24,492
95
$6.66M 0.15%
14,971
+430
96
$6.58M 0.15%
130,375
+15,611
97
$6.42M 0.14%
15,849
-1,253
98
$6.36M 0.14%
84,314
-10,633
99
$6.34M 0.14%
119,432
+13,613
100
$6.33M 0.14%
59,438
-23,944
2 3
4
5 6