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
1151
$3.55K ﹤0.01%
128
+73
1152
$3.49K ﹤0.01%
42
-3
1153
$3.44K ﹤0.01%
22
-308
1154
$3.44K ﹤0.01%
49
-20
1155
$3.42K ﹤0.01%
50
1156
$3.37K ﹤0.01%
10
-10
1157
$3.37K ﹤0.01%
28
-14
1158
$3.36K ﹤0.01%
43
+14
1159
$3.36K ﹤0.01%
32
-8
1160
$3.36K ﹤0.01%
39
-3
1161
$3.36K ﹤0.01%
97
1162
$3.34K ﹤0.01%
8
+4
1163
$3.34K ﹤0.01%
44
-2
1164
$3.31K ﹤0.01%
44
-5
1165
$3.25K ﹤0.01%
58
+10
1166
$3.23K ﹤0.01%
303
+169
1167
$3.14K ﹤0.01%
+18
1168
$3.12K ﹤0.01%
30
-61
1169
$3.08K ﹤0.01%
12
-9
1170
$3.08K ﹤0.01%
89
+3
1171
$3.05K ﹤0.01%
45
-383
1172
$3.02K ﹤0.01%
30
+5
1173
$3.02K ﹤0.01%
60
-146
1174
$3.01K ﹤0.01%
60
+21
1175
$2.98K ﹤0.01%
67
45 46
47
48 49