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
1226
$2K ﹤0.01%
154
1227
$2K ﹤0.01%
236
-30
1228
$1.98K ﹤0.01%
+29
1229
$1.96K ﹤0.01%
74
+62
1230
$1.96K ﹤0.01%
8
1231
$1.94K ﹤0.01%
35
-9
1232
$1.89K ﹤0.01%
+136
1233
$1.88K ﹤0.01%
6
1234
$1.84K ﹤0.01%
+49
1235
$1.8K ﹤0.01%
180
1236
$1.8K ﹤0.01%
131
1237
$1.79K ﹤0.01%
16
1238
$1.78K ﹤0.01%
71
1239
$1.77K ﹤0.01%
102
+44
1240
$1.75K ﹤0.01%
+59
1241
$1.74K ﹤0.01%
+44
1242
$1.73K ﹤0.01%
45
1243
$1.73K ﹤0.01%
63
+10
1244
$1.71K ﹤0.01%
25
-46
1245
$1.7K ﹤0.01%
15
+11
1246
$1.69K ﹤0.01%
16
1247
$1.66K ﹤0.01%
25
1248
$1.64K ﹤0.01%
+32
1249
$1.64K ﹤0.01%
42
1250
$1.63K ﹤0.01%
100
48 49
50
51 52