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
1126
$5K ﹤0.01%
24
+3
1127
$4.99K ﹤0.01%
60
1128
$4.96K ﹤0.01%
113
-1,383
1129
$4.92K ﹤0.01%
19
1130
$4.92K ﹤0.01%
8
1131
$4.91K ﹤0.01%
74
+14
1132
$4.88K ﹤0.01%
20
-2
1133
$4.88K ﹤0.01%
96
1134
$4.85K ﹤0.01%
265
-888
1135
$4.82K ﹤0.01%
85
1136
$4.78K ﹤0.01%
90
-397
1137
$4.7K ﹤0.01%
37
1138
$4.68K ﹤0.01%
+698
1139
$4.66K ﹤0.01%
108
+15
1140
$4.65K ﹤0.01%
58
1141
$4.61K ﹤0.01%
330
1142
$4.58K ﹤0.01%
49
+38
1143
$4.58K ﹤0.01%
44
1144
$4.54K ﹤0.01%
147
1145
$4.53K ﹤0.01%
18
+8
1146
$4.5K ﹤0.01%
53
+16
1147
$4.47K ﹤0.01%
26
1148
$4.47K ﹤0.01%
+264
1149
$4.42K ﹤0.01%
24
-14
1150
$4.37K ﹤0.01%
33
+13
44 45
46
47 48