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
1326
$1.1K ﹤0.01%
+602
1327
$1.09K ﹤0.01%
22
1328
$1.09K ﹤0.01%
32
-36
1329
$1.08K ﹤0.01%
28
1330
$1.08K ﹤0.01%
90
+35
1331
$1.06K ﹤0.01%
10
1332
$1.06K ﹤0.01%
21
-208
1333
$1.05K ﹤0.01%
28
1334
$1.03K ﹤0.01%
+71
1335
$1.02K ﹤0.01%
94
-31
1336
$1.01K ﹤0.01%
+25
1337
$980 ﹤0.01%
27
1338
$972 ﹤0.01%
37
-37
1339
$957 ﹤0.01%
+34
1340
$951 ﹤0.01%
+49
1341
$937 ﹤0.01%
+62
1342
$921 ﹤0.01%
+7
1343
$914 ﹤0.01%
10
1344
$914 ﹤0.01%
+18
1345
$912 ﹤0.01%
+15
1346
$911 ﹤0.01%
10
1347
$908 ﹤0.01%
7
1348
$902 ﹤0.01%
+66
1349
$902 ﹤0.01%
+30
1350
$900 ﹤0.01%
14
-857
52 53
54
55 56