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
1201
$2.97K ﹤0.01%
64
1202
$2.97K ﹤0.01%
14
-8
1203
$2.92K ﹤0.01%
199
1204
$2.9K ﹤0.01%
6
1205
$2.89K ﹤0.01%
44
1206
$2.88K ﹤0.01%
46
1207
$2.83K ﹤0.01%
92
+8
1208
$2.79K ﹤0.01%
96
+48
1209
$2.79K ﹤0.01%
66
1210
$2.78K ﹤0.01%
77
1211
$2.74K ﹤0.01%
123
1212
$2.74K ﹤0.01%
105
1213
$2.7K ﹤0.01%
9
+3
1214
$2.69K ﹤0.01%
121
+25
1215
$2.67K ﹤0.01%
20
-18
1216
$2.65K ﹤0.01%
66
1217
$2.65K ﹤0.01%
48
-12
1218
$2.58K ﹤0.01%
56
-20
1219
$2.55K ﹤0.01%
6
1220
$2.53K ﹤0.01%
10
-2
1221
$2.5K ﹤0.01%
36
-17
1222
$2.44K ﹤0.01%
72
1223
$2.43K ﹤0.01%
26
1224
$2.41K ﹤0.01%
53
1225
$2.39K ﹤0.01%
22
+6
47 48
49
50 51