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
1201
$2.46K ﹤0.01%
53
-39
1202
$2.44K ﹤0.01%
6
-89
1203
$2.43K ﹤0.01%
77
+22
1204
$2.43K ﹤0.01%
2
+1
1205
$2.42K ﹤0.01%
84
+12
1206
$2.42K ﹤0.01%
66
1207
$2.41K ﹤0.01%
57
-6
1208
$2.4K ﹤0.01%
32
1209
$2.37K ﹤0.01%
+105
1210
$2.31K ﹤0.01%
105
1211
$2.26K ﹤0.01%
91
-78
1212
$2.26K ﹤0.01%
+85
1213
$2.25K ﹤0.01%
250
1214
$2.25K ﹤0.01%
59
-207
1215
$2.24K ﹤0.01%
+33
1216
$2.23K ﹤0.01%
52
-7
1217
$2.2K ﹤0.01%
74
-131
1218
$2.18K ﹤0.01%
+23
1219
$2.17K ﹤0.01%
20
1220
$2.17K ﹤0.01%
56
-22
1221
$2.17K ﹤0.01%
9
1222
$2.05K ﹤0.01%
93
1223
$2.05K ﹤0.01%
153
1224
$2.04K ﹤0.01%
72
1225
$2.02K ﹤0.01%
+196
47 48
49
50 51