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
1126
$274 ﹤0.01%
2
1127
$271 ﹤0.01%
+75
1128
$255 ﹤0.01%
8
1129
$251 ﹤0.01%
5
1130
$246 ﹤0.01%
5
1131
$241 ﹤0.01%
12
1132
$238 ﹤0.01%
9
1133
$236 ﹤0.01%
10
1134
$227 ﹤0.01%
13
1135
$225 ﹤0.01%
4
1136
$218 ﹤0.01%
21
1137
$201 ﹤0.01%
7
1138
$194 ﹤0.01%
13
1139
$136 ﹤0.01%
1
1140
$61 ﹤0.01%
1
1141
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1142
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1143
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1144
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1145
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1146
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1147
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