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
1176
$3.72K ﹤0.01%
50
1177
$3.7K ﹤0.01%
253
1178
$3.67K ﹤0.01%
42
1179
$3.67K ﹤0.01%
81
1180
$3.65K ﹤0.01%
43
1181
$3.62K ﹤0.01%
89
1182
$3.6K ﹤0.01%
118
1183
$3.56K ﹤0.01%
14
+2
1184
$3.51K ﹤0.01%
+312
1185
$3.5K ﹤0.01%
69
-18
1186
$3.5K ﹤0.01%
35
+5
1187
$3.49K ﹤0.01%
9
1188
$3.47K ﹤0.01%
145
-21
1189
$3.43K ﹤0.01%
18
1190
$3.42K ﹤0.01%
+91
1191
$3.41K ﹤0.01%
125
-197
1192
$3.4K ﹤0.01%
66
1193
$3.33K ﹤0.01%
58
1194
$3.25K ﹤0.01%
49
1195
$3.2K ﹤0.01%
+13
1196
$3.12K ﹤0.01%
39
1197
$3.1K ﹤0.01%
22
+11
1198
$3.1K ﹤0.01%
267
-36
1199
$3.03K ﹤0.01%
8
-1,662
1200
$3.02K ﹤0.01%
13
46 47
48
49 50