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
1301
$849 ﹤0.01%
10
-6
1302
$844 ﹤0.01%
22
1303
$840 ﹤0.01%
4
-2
1304
$833 ﹤0.01%
45
1305
$832 ﹤0.01%
+77
1306
$829 ﹤0.01%
30
1307
$827 ﹤0.01%
27
-25
1308
$823 ﹤0.01%
2
-2
1309
$821 ﹤0.01%
+10
1310
$811 ﹤0.01%
11
-27
1311
$811 ﹤0.01%
33
-52
1312
$800 ﹤0.01%
+7
1313
$797 ﹤0.01%
15
+9
1314
$795 ﹤0.01%
7
+2
1315
$788 ﹤0.01%
+84
1316
$785 ﹤0.01%
21
-46
1317
$742 ﹤0.01%
59
1318
$727 ﹤0.01%
5
-424
1319
$726 ﹤0.01%
30
+23
1320
$720 ﹤0.01%
14
-57
1321
$711 ﹤0.01%
14
-17
1322
$703 ﹤0.01%
46
-354
1323
$702 ﹤0.01%
10
1324
$702 ﹤0.01%
16
1325
$689 ﹤0.01%
6
-5
51 52
53
54 55