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
1076
$8.16K ﹤0.01%
24
-17
1077
$7.89K ﹤0.01%
75
-15
1078
$7.82K ﹤0.01%
70
+10
1079
$7.73K ﹤0.01%
302
-65
1080
$7.72K ﹤0.01%
378
+23
1081
$7.72K ﹤0.01%
322
-24,640
1082
$7.58K ﹤0.01%
113
-222
1083
$7.46K ﹤0.01%
+60
1084
$7.41K ﹤0.01%
22
+20
1085
$7.39K ﹤0.01%
86
-63
1086
$7.12K ﹤0.01%
103
-181
1087
$6.98K ﹤0.01%
176
+142
1088
$6.72K ﹤0.01%
18
1089
$6.7K ﹤0.01%
236
+78
1090
$6.68K ﹤0.01%
12
-1,344
1091
$6.68K ﹤0.01%
70
-4
1092
$6.55K ﹤0.01%
207
+21
1093
$6.39K ﹤0.01%
143
1094
$6.39K ﹤0.01%
+87
1095
$6.26K ﹤0.01%
144
-170
1096
$6.25K ﹤0.01%
28
-16
1097
$6.12K ﹤0.01%
34
-21
1098
$6.12K ﹤0.01%
200
-41
1099
$6K ﹤0.01%
319
1100
$5.96K ﹤0.01%
+57
42 43
44
45 46