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
1026
$15.1K ﹤0.01%
253
-32
1027
$14.9K ﹤0.01%
136
+3
1028
$14.7K ﹤0.01%
+500
1029
$14.6K ﹤0.01%
98
-5
1030
$14.6K ﹤0.01%
192
+25
1031
$14.5K ﹤0.01%
353
-1,318
1032
$14.5K ﹤0.01%
2,806
+246
1033
$14.4K ﹤0.01%
215
-12
1034
$13.9K ﹤0.01%
4,512
+2,493
1035
$13.9K ﹤0.01%
256
+6
1036
$13.9K ﹤0.01%
+6,330
1037
$13.6K ﹤0.01%
+351
1038
$13.4K ﹤0.01%
281
-7
1039
$13.1K ﹤0.01%
214
-11
1040
$12.8K ﹤0.01%
160
-181
1041
$12.5K ﹤0.01%
555
-158
1042
$12.3K ﹤0.01%
35
-576
1043
$12.2K ﹤0.01%
254
-138
1044
$12K ﹤0.01%
192
-153
1045
$12K ﹤0.01%
395
+43
1046
$11.9K ﹤0.01%
130
+12
1047
$11.7K ﹤0.01%
121
-33
1048
$11.6K ﹤0.01%
66
-46
1049
$11.5K ﹤0.01%
229
+165
1050
$10.8K ﹤0.01%
58
+31
40 41
42
43 44