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
1351
$441 ﹤0.01%
+3
1352
$411 ﹤0.01%
20
1353
$371 ﹤0.01%
7
1354
$345 ﹤0.01%
2
1355
$345 ﹤0.01%
8
1356
$344 ﹤0.01%
+16
1357
$338 ﹤0.01%
5
1358
$336 ﹤0.01%
68
-6,515
1359
$329 ﹤0.01%
61
-189
1360
$326 ﹤0.01%
1
1361
$318 ﹤0.01%
4
1362
$318 ﹤0.01%
6
1363
$314 ﹤0.01%
3
1364
$282 ﹤0.01%
7
1365
$273 ﹤0.01%
13
1366
$260 ﹤0.01%
11
-48
1367
$257 ﹤0.01%
+5
1368
$254 ﹤0.01%
+12
1369
$248 ﹤0.01%
20
1370
$234 ﹤0.01%
+3
1371
$212 ﹤0.01%
+8
1372
$203 ﹤0.01%
+2
1373
$191 ﹤0.01%
9
1374
$190 ﹤0.01%
1
1375
$184 ﹤0.01%
8
53 54
55
56 57