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
1151
$4.34K ﹤0.01%
44
-16
1152
$4.32K ﹤0.01%
30
1153
$4.32K ﹤0.01%
122
1154
$4.27K ﹤0.01%
128
1155
$4.26K ﹤0.01%
443
+12
1156
$4.25K ﹤0.01%
136
-895
1157
$4.16K ﹤0.01%
70
1158
$4.13K ﹤0.01%
40
-492
1159
$4.12K ﹤0.01%
46
1160
$4.07K ﹤0.01%
85
+14
1161
$4.06K ﹤0.01%
16
1162
$4.06K ﹤0.01%
+117
1163
$3.97K ﹤0.01%
+55
1164
$3.93K ﹤0.01%
121
-21
1165
$3.91K ﹤0.01%
97
1166
$3.9K ﹤0.01%
138
1167
$3.88K ﹤0.01%
32
1168
$3.85K ﹤0.01%
67
1169
$3.84K ﹤0.01%
43
+11
1170
$3.81K ﹤0.01%
52
1171
$3.81K ﹤0.01%
62
+10
1172
$3.79K ﹤0.01%
80
1173
$3.77K ﹤0.01%
28
1174
$3.74K ﹤0.01%
8
-4
1175
$3.74K ﹤0.01%
80
45 46
47
48 49