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
976
$21.5K ﹤0.01%
46
-32
977
$20.9K ﹤0.01%
162
+5
978
$20.9K ﹤0.01%
330
+7
979
$20.7K ﹤0.01%
+254
980
$20K ﹤0.01%
650
-20
981
$19.9K ﹤0.01%
393
-558
982
$19.9K ﹤0.01%
2,789
+120
983
$19.8K ﹤0.01%
383
-1,288
984
$19.6K ﹤0.01%
63
-3
985
$19.4K ﹤0.01%
+298
986
$19.2K ﹤0.01%
137
-45
987
$19K ﹤0.01%
281
-16
988
$18.9K ﹤0.01%
216
+5
989
$18.6K ﹤0.01%
112
-477
990
$18.6K ﹤0.01%
430
-606
991
$18.3K ﹤0.01%
284
-404
992
$18.1K ﹤0.01%
1,663
+32
993
$17.9K ﹤0.01%
384
+25
994
$17.9K ﹤0.01%
220
+3
995
$17.8K ﹤0.01%
354
-1
996
$17.7K ﹤0.01%
113
-108
997
$17.5K ﹤0.01%
197
+111
998
$17.4K ﹤0.01%
955
+34
999
$17.4K ﹤0.01%
1,360
1000
$17.3K ﹤0.01%
568
+68
38 39
40
41 42