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
1376
$793 ﹤0.01%
+6
1377
$790 ﹤0.01%
9
+7
1378
$783 ﹤0.01%
7
1379
$782 ﹤0.01%
+159
1380
$769 ﹤0.01%
+6
1381
$768 ﹤0.01%
7
1382
$768 ﹤0.01%
+36
1383
$764 ﹤0.01%
29
-4,896
1384
$763 ﹤0.01%
56
1385
$752 ﹤0.01%
9
-2,484
1386
$749 ﹤0.01%
+8
1387
$734 ﹤0.01%
+120
1388
$733 ﹤0.01%
74
+70
1389
$728 ﹤0.01%
+5
1390
$727 ﹤0.01%
36
1391
$723 ﹤0.01%
+103
1392
$717 ﹤0.01%
16
1393
$715 ﹤0.01%
+18
1394
$706 ﹤0.01%
+68
1395
$698 ﹤0.01%
+88
1396
$694 ﹤0.01%
49
-3,443
1397
$688 ﹤0.01%
+15
1398
$682 ﹤0.01%
+98
1399
$679 ﹤0.01%
+12
1400
$677 ﹤0.01%
+7
54 55
56
57 58