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
1276
$1.53K ﹤0.01%
58
1277
$1.53K ﹤0.01%
+118
1278
$1.53K ﹤0.01%
74
1279
$1.53K ﹤0.01%
27
+7
1280
$1.51K ﹤0.01%
+80
1281
$1.5K ﹤0.01%
25
1282
$1.5K ﹤0.01%
68
+30
1283
$1.47K ﹤0.01%
19
+8
1284
$1.47K ﹤0.01%
778
+427
1285
$1.42K ﹤0.01%
6
1286
$1.42K ﹤0.01%
+7
1287
$1.41K ﹤0.01%
33
+22
1288
$1.39K ﹤0.01%
33
1289
$1.38K ﹤0.01%
113
1290
$1.37K ﹤0.01%
3
+2
1291
$1.36K ﹤0.01%
102
+49
1292
$1.34K ﹤0.01%
10
+5
1293
$1.34K ﹤0.01%
18
+7
1294
$1.33K ﹤0.01%
63
1295
$1.33K ﹤0.01%
30
1296
$1.31K ﹤0.01%
66
1297
$1.31K ﹤0.01%
25
1298
$1.3K ﹤0.01%
+213
1299
$1.3K ﹤0.01%
13
-47
1300
$1.3K ﹤0.01%
33
-16
50 51
52
53 54