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
1001
$17.8K ﹤0.01%
323
+196
1002
$17.8K ﹤0.01%
+236
1003
$17.7K ﹤0.01%
1,546
-2,002
1004
$17.6K ﹤0.01%
670
-149
1005
$17.6K ﹤0.01%
2,669
+1
1006
$17.5K ﹤0.01%
1,631
+71
1007
$17.4K ﹤0.01%
192
-25
1008
$17.4K ﹤0.01%
217
+203
1009
$17.3K ﹤0.01%
434
+113
1010
$17K ﹤0.01%
361
+7
1011
$17K ﹤0.01%
38
-1
1012
$17K ﹤0.01%
218
+11
1013
$17K ﹤0.01%
115
+15
1014
$16.8K ﹤0.01%
265
+20
1015
$16.8K ﹤0.01%
359
-186
1016
$16.7K ﹤0.01%
+510
1017
$16.5K ﹤0.01%
157
-13
1018
$16.3K ﹤0.01%
685
+298
1019
$16.3K ﹤0.01%
247
-17,089
1020
$16.1K ﹤0.01%
502
+18
1021
$16K ﹤0.01%
334
-118
1022
$15.8K ﹤0.01%
736
-40
1023
$15.7K ﹤0.01%
272
-826
1024
$15.6K ﹤0.01%
1,750
+305
1025
$15.5K ﹤0.01%
138
39 40
41
42 43