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
1326
$678 ﹤0.01%
+53
1327
$672 ﹤0.01%
+24
1328
$671 ﹤0.01%
+36
1329
$667 ﹤0.01%
+10
1330
$660 ﹤0.01%
+6
1331
$651 ﹤0.01%
+41
1332
$647 ﹤0.01%
4
1333
$643 ﹤0.01%
35
-47,063
1334
$638 ﹤0.01%
+126
1335
$631 ﹤0.01%
7
-2
1336
$629 ﹤0.01%
7
1337
$622 ﹤0.01%
5
-21
1338
$604 ﹤0.01%
10
1339
$603 ﹤0.01%
36
-34
1340
$602 ﹤0.01%
27
+20
1341
$599 ﹤0.01%
38
+19
1342
$595 ﹤0.01%
+55
1343
$589 ﹤0.01%
56
1344
$546 ﹤0.01%
15
1345
$510 ﹤0.01%
4
-24
1346
$506 ﹤0.01%
+54
1347
$494 ﹤0.01%
4
-11
1348
$485 ﹤0.01%
11
1349
$478 ﹤0.01%
131
1350
$472 ﹤0.01%
+8
52 53
54
55 56