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
1226
$2.38K ﹤0.01%
96
+4
1227
$2.37K ﹤0.01%
57
1228
$2.37K ﹤0.01%
20
1229
$2.35K ﹤0.01%
250
1230
$2.34K ﹤0.01%
29
+9
1231
$2.33K ﹤0.01%
8
1232
$2.33K ﹤0.01%
19
1233
$2.3K ﹤0.01%
196
1234
$2.27K ﹤0.01%
33
-2
1235
$2.27K ﹤0.01%
74
1236
$2.27K ﹤0.01%
38
-1
1237
$2.25K ﹤0.01%
11
-3
1238
$2.21K ﹤0.01%
20
+10
1239
$2.18K ﹤0.01%
126
+42
1240
$2.14K ﹤0.01%
105
1241
$2.13K ﹤0.01%
94
-8
1242
$2.1K ﹤0.01%
133
+56
1243
$2.1K ﹤0.01%
131
1244
$2.06K ﹤0.01%
180
1245
$2.06K ﹤0.01%
236
1246
$2.01K ﹤0.01%
75
-10
1247
$1.95K ﹤0.01%
56
1248
$1.91K ﹤0.01%
45
1249
$1.9K ﹤0.01%
106
1250
$1.83K ﹤0.01%
13
48 49
50
51 52