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
1001
$17.3K ﹤0.01%
77
-19
1002
$17.1K ﹤0.01%
738
+53
1003
$17.1K ﹤0.01%
494
-72
1004
$16.8K ﹤0.01%
471
+120
1005
$16.7K ﹤0.01%
791
+16
1006
$16.7K ﹤0.01%
+1,307
1007
$16.6K ﹤0.01%
275
+210
1008
$16.5K ﹤0.01%
241
-12
1009
$16.4K ﹤0.01%
139
+3
1010
$16.3K ﹤0.01%
103
+5
1011
$16.2K ﹤0.01%
383
-3,674
1012
$16.2K ﹤0.01%
1,835
+85
1013
$16.1K ﹤0.01%
90
+75
1014
$15.9K ﹤0.01%
285
+228
1015
$15.7K ﹤0.01%
370
+9
1016
$15.6K ﹤0.01%
217
-1
1017
$15.6K ﹤0.01%
96
+30
1018
$15.6K ﹤0.01%
250
+14
1019
$15.5K ﹤0.01%
187
+81
1020
$15.5K ﹤0.01%
337
-880
1021
$15.5K ﹤0.01%
117
-108
1022
$15.4K ﹤0.01%
246
-23
1023
$15.4K ﹤0.01%
193
-18,466
1024
$15.3K ﹤0.01%
4,512
1025
$15.2K ﹤0.01%
296
-235
39 40
41
42 43