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
1101
$5.94K ﹤0.01%
38
+19
1102
$5.92K ﹤0.01%
31
+9
1103
$5.66K ﹤0.01%
+32
1104
$5.59K ﹤0.01%
124
+108
1105
$5.58K ﹤0.01%
147
+9
1106
$5.51K ﹤0.01%
10
+7
1107
$5.47K ﹤0.01%
65
+18
1108
$5.47K ﹤0.01%
38
-40
1109
$5.38K ﹤0.01%
92
-106
1110
$5.34K ﹤0.01%
27
-2
1111
$4.98K ﹤0.01%
28
+12
1112
$4.96K ﹤0.01%
330
1113
$4.95K ﹤0.01%
+22
1114
$4.88K ﹤0.01%
60
-34
1115
$4.88K ﹤0.01%
+87
1116
$4.87K ﹤0.01%
96
+11
1117
$4.86K ﹤0.01%
21
+5
1118
$4.77K ﹤0.01%
85
-34
1119
$4.66K ﹤0.01%
+198
1120
$4.64K ﹤0.01%
90
-158
1121
$4.63K ﹤0.01%
30
-15
1122
$4.57K ﹤0.01%
+16
1123
$4.54K ﹤0.01%
46
+1
1124
$4.54K ﹤0.01%
24
+9
1125
$4.51K ﹤0.01%
41
+14
43 44
45
46 47