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
1026
$15K ﹤0.01%
405
-568
1027
$14.9K ﹤0.01%
106
-9
1028
$14.8K ﹤0.01%
334
1029
$14.5K ﹤0.01%
153
-132
1030
$14.5K ﹤0.01%
73
+71
1031
$14.4K ﹤0.01%
+1,507
1032
$14.3K ﹤0.01%
90
-2,642
1033
$14.3K ﹤0.01%
515
+5
1034
$14.2K ﹤0.01%
2,959
+153
1035
$14.1K ﹤0.01%
+602
1036
$14K ﹤0.01%
1,165
-11,176
1037
$13.9K ﹤0.01%
190
-2
1038
$13.8K ﹤0.01%
588
+390
1039
$13.8K ﹤0.01%
134
+13
1040
$13.6K ﹤0.01%
399
-199
1041
$13.6K ﹤0.01%
481
-21
1042
$13.2K ﹤0.01%
524
-478
1043
$13K ﹤0.01%
532
+32
1044
$12.9K ﹤0.01%
229
-110
1045
$12.9K ﹤0.01%
+343
1046
$12.9K ﹤0.01%
250
-233
1047
$12.9K ﹤0.01%
52
+10
1048
$12.8K ﹤0.01%
100
1049
$12.7K ﹤0.01%
531
-24
1050
$12.6K ﹤0.01%
474
-1,221
40 41
42
43 44