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
1301
$1.29K ﹤0.01%
33
1302
$1.29K ﹤0.01%
10
-2
1303
$1.28K ﹤0.01%
+14
1304
$1.28K ﹤0.01%
1
-1
1305
$1.27K ﹤0.01%
28
1306
$1.26K ﹤0.01%
69
-31
1307
$1.25K ﹤0.01%
+17
1308
$1.25K ﹤0.01%
+23
1309
$1.23K ﹤0.01%
13
1310
$1.22K ﹤0.01%
45
1311
$1.21K ﹤0.01%
+5
1312
$1.21K ﹤0.01%
93
-61
1313
$1.21K ﹤0.01%
+61
1314
$1.19K ﹤0.01%
20
1315
$1.19K ﹤0.01%
10
+4
1316
$1.18K ﹤0.01%
36
-17
1317
$1.18K ﹤0.01%
33
+12
1318
$1.15K ﹤0.01%
23
-67
1319
$1.14K ﹤0.01%
39
-6
1320
$1.14K ﹤0.01%
15
-17
1321
$1.14K ﹤0.01%
+7
1322
$1.14K ﹤0.01%
29
-13
1323
$1.14K ﹤0.01%
22
1324
$1.12K ﹤0.01%
+350
1325
$1.11K ﹤0.01%
14
+4
51 52
53
54 55