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
1251
$1.81K ﹤0.01%
71
1252
$1.8K ﹤0.01%
13
+7
1253
$1.79K ﹤0.01%
72
1254
$1.77K ﹤0.01%
+23
1255
$1.76K ﹤0.01%
59
1256
$1.76K ﹤0.01%
44
+14
1257
$1.75K ﹤0.01%
+100
1258
$1.74K ﹤0.01%
20
+10
1259
$1.73K ﹤0.01%
+148
1260
$1.73K ﹤0.01%
49
+12
1261
$1.73K ﹤0.01%
30
1262
$1.71K ﹤0.01%
13
-3
1263
$1.71K ﹤0.01%
108
1264
$1.71K ﹤0.01%
350
+224
1265
$1.66K ﹤0.01%
16
1266
$1.66K ﹤0.01%
12
+4
1267
$1.65K ﹤0.01%
95
+62
1268
$1.65K ﹤0.01%
114
-14
1269
$1.64K ﹤0.01%
+61
1270
$1.63K ﹤0.01%
+19
1271
$1.61K ﹤0.01%
5
+2
1272
$1.59K ﹤0.01%
17
+7
1273
$1.58K ﹤0.01%
9
1274
$1.55K ﹤0.01%
78
1275
$1.55K ﹤0.01%
41
+5
49 50
51
52 53