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
1426
– –
-23
1427
– –
-16
1428
– –
-2
1429
– –
-39
1430
– –
-36
1431
– –
-4
1432
– –
-48
1433
– –
-170
1434
– –
-255
1435
– –
-629
1436
– –
-636
1437
– –
-36
1438
– –
-122
1439
– –
-27
1440
– –
-116
1441
– –
-76
1442
– –
-23
1443
– –
-882
1444
– –
-48
1445
– –
-4
1446
– –
-133
1447
– –
-17
1448
– –
-176
1449
– –
-39
1450
– –
-3
56 57
58
59 60