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
976
$21.4K ﹤0.01%
136
-340
977
$21.4K ﹤0.01%
4,606
+28
978
$21.2K ﹤0.01%
411
+5
979
$21.1K ﹤0.01%
479
+9
980
$20.9K ﹤0.01%
96
-109
981
$20.7K ﹤0.01%
162
+11
982
$20.4K ﹤0.01%
411
+70
983
$20.4K ﹤0.01%
211
-23
984
$20.4K ﹤0.01%
237
-29
985
$20K ﹤0.01%
116
-32
986
$19.9K ﹤0.01%
355
+2
987
$19.7K ﹤0.01%
67
+6
988
$19.3K ﹤0.01%
339
+17
989
$19.1K ﹤0.01%
101
-42
990
$19K ﹤0.01%
136
+51
991
$19K ﹤0.01%
269
-1
992
$18.7K ﹤0.01%
775
+237
993
$18.5K ﹤0.01%
297
+48
994
$18.5K ﹤0.01%
1,360
+600
995
$18.5K ﹤0.01%
500
+86
996
$18.5K ﹤0.01%
921
+24
997
$18.5K ﹤0.01%
62
+5
998
$18.3K ﹤0.01%
+2,535
999
$17.9K ﹤0.01%
598
+354
1000
$17.9K ﹤0.01%
106
+4
38 39
40
41 42