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
1101
$6.77K ﹤0.01%
200
1102
$6.67K ﹤0.01%
30
+3
1103
$6.59K ﹤0.01%
326
+7
1104
$6.58K ﹤0.01%
20
+2
1105
$6.53K ﹤0.01%
34
-459
1106
$6.51K ﹤0.01%
58
1107
$6.41K ﹤0.01%
181
+5
1108
$6.2K ﹤0.01%
37
-25
1109
$6.14K ﹤0.01%
143
1110
$5.95K ﹤0.01%
183
-170
1111
$5.91K ﹤0.01%
171
+58
1112
$5.75K ﹤0.01%
171
+14
1113
$5.72K ﹤0.01%
+79
1114
$5.67K ﹤0.01%
+21
1115
$5.65K ﹤0.01%
126
-89
1116
$5.65K ﹤0.01%
207
1117
$5.62K ﹤0.01%
28
1118
$5.57K ﹤0.01%
206
-30
1119
$5.47K ﹤0.01%
+88
1120
$5.46K ﹤0.01%
45
-309
1121
$5.35K ﹤0.01%
84
-8
1122
$5.27K ﹤0.01%
24
1123
$5.23K ﹤0.01%
80
+36
1124
$5.18K ﹤0.01%
30
1125
$5.07K ﹤0.01%
24
-7
43 44
45
46 47