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
1401
$667 ﹤0.01%
165
-4,441
1402
$662 ﹤0.01%
+138
1403
$660 ﹤0.01%
+31
1404
$655 ﹤0.01%
+6
1405
$652 ﹤0.01%
+8
1406
$646 ﹤0.01%
+36
1407
$646 ﹤0.01%
+40
1408
$644 ﹤0.01%
4
+3
1409
$642 ﹤0.01%
+28
1410
$640 ﹤0.01%
5
-2
1411
$639 ﹤0.01%
+46
1412
$638 ﹤0.01%
+13
1413
$636 ﹤0.01%
+33
1414
$635 ﹤0.01%
+18
1415
$635 ﹤0.01%
+27
1416
$633 ﹤0.01%
+42
1417
$632 ﹤0.01%
+208
1418
$631 ﹤0.01%
+60
1419
$631 ﹤0.01%
+70
1420
$630 ﹤0.01%
+42
1421
$627 ﹤0.01%
46
1422
$627 ﹤0.01%
+39
1423
$627 ﹤0.01%
41
1424
$626 ﹤0.01%
+3
1425
$623 ﹤0.01%
+48
55 56
57
58 59