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
1126
$4.48K ﹤0.01%
157
-219
1127
$4.39K ﹤0.01%
60
-14
1128
$4.36K ﹤0.01%
26
1129
$4.35K ﹤0.01%
58
1130
$4.31K ﹤0.01%
19
+9
1131
$4.26K ﹤0.01%
66
1132
$4.24K ﹤0.01%
431
+29
1133
$4.08K ﹤0.01%
13
-1
1134
$4.08K ﹤0.01%
60
+5
1135
$4.03K ﹤0.01%
80
-17
1136
$4.02K ﹤0.01%
76
1137
$3.93K ﹤0.01%
37
-26
1138
$3.93K ﹤0.01%
138
-29
1139
$3.92K ﹤0.01%
166
-15
1140
$3.91K ﹤0.01%
253
-64
1141
$3.91K ﹤0.01%
142
-30
1142
$3.88K ﹤0.01%
113
-130
1143
$3.85K ﹤0.01%
44
+9
1144
$3.76K ﹤0.01%
+68
1145
$3.69K ﹤0.01%
66
+15
1146
$3.61K ﹤0.01%
70
-13
1147
$3.61K ﹤0.01%
+18
1148
$3.6K ﹤0.01%
53
+11
1149
$3.57K ﹤0.01%
122
+9
1150
$3.55K ﹤0.01%
118
-97
44 45
46
47 48