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
1051
$12.6K ﹤0.01%
281
1052
$12.5K ﹤0.01%
126
-775
1053
$12.4K ﹤0.01%
820
1054
$12.1K ﹤0.01%
62
+11
1055
$11.6K ﹤0.01%
243
+183
1056
$11.5K ﹤0.01%
424
-645
1057
$11.5K ﹤0.01%
40
+2
1058
$11.4K ﹤0.01%
252
-2
1059
$11.4K ﹤0.01%
264
+8
1060
$11.3K ﹤0.01%
238
-5,284
1061
$11.2K ﹤0.01%
195
+3
1062
$11K ﹤0.01%
145
-15
1063
$10.7K ﹤0.01%
60
-722
1064
$10.7K ﹤0.01%
599
+60
1065
$10.7K ﹤0.01%
130
1066
$10.7K ﹤0.01%
418
+6
1067
$10.6K ﹤0.01%
395
1068
$10.5K ﹤0.01%
30
+6
1069
$10.5K ﹤0.01%
226
1070
$10.3K ﹤0.01%
152
+39
1071
$10.1K ﹤0.01%
358
-39
1072
$9.81K ﹤0.01%
26
+4
1073
$9.8K ﹤0.01%
65
+33
1074
$9.68K ﹤0.01%
180
+36
1075
$9.64K ﹤0.01%
36
+5
41 42
43
44 45