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
$1.97B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,169
New
Increased
Reduced
Closed

Top Buys

1 +$8M
2 +$6.93M
3 +$6.37M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.94M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$3.63M

Top Sells

1 +$15M
2 +$13.8M
3 +$4.16M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.96M
5
GSK icon
GSK
GSK
+$2.9M

Sector Composition

1 Technology 11.01%
2 Healthcare 7.71%
3 Financials 7.43%
4 Communication Services 5.4%
5 Industrials 4.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$382 ﹤0.01%
17
1102
$381 ﹤0.01%
4
1103
$373 ﹤0.01%
10
1104
$369 ﹤0.01%
6
1105
$367 ﹤0.01%
38
1106
$357 ﹤0.01%
2
1107
$354 ﹤0.01%
10
-82
1108
$351 ﹤0.01%
3
1109
$338 ﹤0.01%
6
-13
1110
$338 ﹤0.01%
15
1111
$327 ﹤0.01%
12
-89
1112
$321 ﹤0.01%
8
1113
$316 ﹤0.01%
4
1114
$312 ﹤0.01%
8
1115
$310 ﹤0.01%
5
1116
$309 ﹤0.01%
3
1117
$309 ﹤0.01%
5
1118
$298 ﹤0.01%
7
1119
$295 ﹤0.01%
3
1120
$291 ﹤0.01%
3
1121
$288 ﹤0.01%
17
1122
$287 ﹤0.01%
11
1123
$282 ﹤0.01%
16
1124
$281 ﹤0.01%
5
1125
$276 ﹤0.01%
6