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
1251
$1.57K ﹤0.01%
+74
1252
$1.56K ﹤0.01%
+13
1253
$1.51K ﹤0.01%
12
1254
$1.51K ﹤0.01%
108
1255
$1.5K ﹤0.01%
+128
1256
$1.5K ﹤0.01%
30
1257
$1.48K ﹤0.01%
58
+31
1258
$1.48K ﹤0.01%
+45
1259
$1.47K ﹤0.01%
+11
1260
$1.44K ﹤0.01%
125
1261
$1.43K ﹤0.01%
11
+6
1262
$1.38K ﹤0.01%
+6
1263
$1.38K ﹤0.01%
78
-17
1264
$1.38K ﹤0.01%
6
1265
$1.38K ﹤0.01%
28
1266
$1.35K ﹤0.01%
18
+9
1267
$1.34K ﹤0.01%
32
-48
1268
$1.33K ﹤0.01%
37
1269
$1.33K ﹤0.01%
+48
1270
$1.32K ﹤0.01%
113
-101
1271
$1.32K ﹤0.01%
13
-25
1272
$1.29K ﹤0.01%
+30
1273
$1.28K ﹤0.01%
33
1274
$1.27K ﹤0.01%
+20
1275
$1.24K ﹤0.01%
106
-6
49 50
51
52 53