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
1376
$169 ﹤0.01%
+1
1377
$161 ﹤0.01%
7
-273
1378
$161 ﹤0.01%
15
1379
$147 ﹤0.01%
34
1380
$143 ﹤0.01%
1
1381
$139 ﹤0.01%
+3
1382
$137 ﹤0.01%
+2
1383
$136 ﹤0.01%
1
-22
1384
$126 ﹤0.01%
1
1385
$111 ﹤0.01%
4
1386
$98 ﹤0.01%
9
-4,774
1387
$87 ﹤0.01%
9
-1
1388
$78 ﹤0.01%
1
1389
$71 ﹤0.01%
3
1390
$69 ﹤0.01%
1
1391
$68 ﹤0.01%
1
1392
$66 ﹤0.01%
1
1393
$65 ﹤0.01%
4
1394
$63 ﹤0.01%
1
1395
$51 ﹤0.01%
2
1396
– –
0
1397
$33 ﹤0.01%
1
1398
$29 ﹤0.01%
1
-7
1399
$27 ﹤0.01%
1
1400
$24 ﹤0.01%
1
54 55
56
57 58