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
1076
$9.62K ﹤0.01%
220
-5,639
1077
$9.6K ﹤0.01%
80
+5
1078
$9.56K ﹤0.01%
568
-5,964
1079
$9.48K ﹤0.01%
88
-32
1080
$9.43K ﹤0.01%
214
1081
$8.88K ﹤0.01%
358
+15
1082
$8.78K ﹤0.01%
457
-644
1083
$8.6K ﹤0.01%
115
1084
$8.59K ﹤0.01%
22
1085
$8.52K ﹤0.01%
49
1086
$8.48K ﹤0.01%
116
+13
1087
$8.23K ﹤0.01%
43
-19
1088
$8.2K ﹤0.01%
70
1089
$7.99K ﹤0.01%
346
-28
1090
$7.91K ﹤0.01%
70
+29
1091
$7.83K ﹤0.01%
363
-15
1092
$7.81K ﹤0.01%
302
1093
$7.67K ﹤0.01%
44
+16
1094
$7.31K ﹤0.01%
77
+7
1095
$7.29K ﹤0.01%
788
1096
$7.23K ﹤0.01%
87
1097
$7.09K ﹤0.01%
70
-32
1098
$7.02K ﹤0.01%
141
-30
1099
$7.02K ﹤0.01%
213
-467
1100
$6.98K ﹤0.01%
34
42 43
44
45 46