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
101
$6.02M 0.15%
18,389
+1,122
102
$5.95M 0.15%
+52,919
103
$5.91M 0.15%
11,175
+1,630
104
$5.88M 0.14%
19,334
+456
105
$5.84M 0.14%
43,835
+805
106
$5.69M 0.14%
77,507
+6,267
107
$5.68M 0.14%
271,202
-43,178
108
$5.59M 0.14%
67,258
-15,119
109
$5.49M 0.13%
30,941
-7,549
110
$5.49M 0.13%
68,219
+4,829
111
$5.37M 0.13%
38,145
+2,516
112
$5.35M 0.13%
110,641
+2,131
113
$5.34M 0.13%
14,234
+2,168
114
$5.32M 0.13%
39,082
-3,088
115
$5.2M 0.13%
22,618
+74
116
$5.2M 0.13%
21,861
+1,908
117
$5.19M 0.13%
114,764
+3,230
118
$5.1M 0.13%
15,934
-3,614
119
$5.1M 0.13%
36,742
-5,575
120
$5.02M 0.12%
+81,768
121
$5.02M 0.12%
+53,765
122
$5.01M 0.12%
105,819
+65,631
123
$5M 0.12%
63,164
-15,010
124
$4.96M 0.12%
109,604
+6,259
125
$4.95M 0.12%
44,656
-569
3 4
5
6 7