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
101
$6.31M 0.14%
223,324
+58,038
102
$6.3M 0.14%
117,002
+98,868
103
$6.27M 0.14%
56,792
-726
104
$6.19M 0.14%
134,654
+25,050
105
$6.03M 0.14%
73,215
+4,996
106
$5.99M 0.13%
83,625
+6,118
107
$5.95M 0.13%
233,680
+80,571
108
$5.95M 0.13%
45,770
-415
109
$5.89M 0.13%
29,670
+11,982
110
$5.71M 0.13%
95,612
+13,844
111
$5.69M 0.13%
13,475
-4,914
112
$5.67M 0.13%
120,147
+9,506
113
$5.62M 0.13%
60,335
-6,923
114
$5.56M 0.13%
18,477
+2,762
115
$5.52M 0.12%
42,063
-1,772
116
$5.45M 0.12%
55,616
+1,851
117
$5.44M 0.12%
179,751
+38,860
118
$5.41M 0.12%
22,017
+156
119
$5.37M 0.12%
26,726
-12,224
120
$5.15M 0.12%
7,378
-3,020
121
$5.13M 0.12%
8,338
-2,837
122
$5.12M 0.12%
38,250
-832
123
$5.08M 0.11%
36,202
+9,046
124
$5.06M 0.11%
16,348
+414
125
$5.03M 0.11%
35,332
-1,410
3 4
5
6 7