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
$1.97B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,169
New
Increased
Reduced
Closed

Top Buys

1 +$8M
2 +$6.93M
3 +$6.37M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.94M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.63M

Top Sells

1 +$15M
2 +$13.8M
3 +$4.16M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.96M
5
GSK icon
GSK
GSK
+$2.9M

Sector Composition

1 Technology 11.01%
2 Healthcare 7.71%
3 Financials 7.43%
4 Communication Services 5.4%
5 Industrials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$872 ﹤0.01%
14
1027
$868 ﹤0.01%
+29
1028
$860 ﹤0.01%
7
1029
$857 ﹤0.01%
17
1030
$847 ﹤0.01%
21
1031
$835 ﹤0.01%
10
1032
$826 ﹤0.01%
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-22
1033
$805 ﹤0.01%
67
1034
$800 ﹤0.01%
1
-43
1035
$796 ﹤0.01%
73
1036
$793 ﹤0.01%
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1037
$789 ﹤0.01%
86
-8
1038
$779 ﹤0.01%
1
-1
1039
$775 ﹤0.01%
3
1040
$771 ﹤0.01%
45
1041
$765 ﹤0.01%
33
1042
$763 ﹤0.01%
21
+13
1043
$760 ﹤0.01%
201
1044
$760 ﹤0.01%
32
1045
$752 ﹤0.01%
5
-13
1046
$750 ﹤0.01%
6
1047
$750 ﹤0.01%
+47
1048
$749 ﹤0.01%
27
1049
$747 ﹤0.01%
65
1050
$734 ﹤0.01%
9