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
1276
$1.23K ﹤0.01%
3
-1
1277
$1.23K ﹤0.01%
+351
1278
$1.21K ﹤0.01%
33
1279
$1.17K ﹤0.01%
22
1280
$1.16K ﹤0.01%
36
+25
1281
$1.13K ﹤0.01%
+20
1282
$1.1K ﹤0.01%
10
1283
$1.1K ﹤0.01%
53
+16
1284
$1.09K ﹤0.01%
+20
1285
$1.09K ﹤0.01%
11
-42
1286
$1.07K ﹤0.01%
+28
1287
$1.04K ﹤0.01%
17
1288
$1.04K ﹤0.01%
+22
1289
$1.02K ﹤0.01%
+28
1290
$1.01K ﹤0.01%
21
1291
$1.01K ﹤0.01%
+10
1292
$1.01K ﹤0.01%
+10
1293
$998 ﹤0.01%
42
1294
$971 ﹤0.01%
9
1295
$961 ﹤0.01%
+66
1296
$925 ﹤0.01%
157
-20
1297
$913 ﹤0.01%
+8
1298
$900 ﹤0.01%
11
-20
1299
$885 ﹤0.01%
9
1300
$870 ﹤0.01%
6
50 51
52
53 54