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
1426
$622 ﹤0.01%
+24
1427
$622 ﹤0.01%
+49
1428
$621 ﹤0.01%
+214
1429
$621 ﹤0.01%
+18
1430
$621 ﹤0.01%
+34
1431
$619 ﹤0.01%
+40
1432
$619 ﹤0.01%
+4
1433
$617 ﹤0.01%
+8
1434
$616 ﹤0.01%
+36
1435
$616 ﹤0.01%
+73
1436
$615 ﹤0.01%
+46
1437
$615 ﹤0.01%
+54
1438
$614 ﹤0.01%
+52
1439
$613 ﹤0.01%
+33
1440
$612 ﹤0.01%
+121
1441
$611 ﹤0.01%
+42
1442
$611 ﹤0.01%
+8
1443
$609 ﹤0.01%
+36
1444
$609 ﹤0.01%
+42
1445
$608 ﹤0.01%
+20
1446
$606 ﹤0.01%
+32
1447
$602 ﹤0.01%
+75
1448
$602 ﹤0.01%
+9
1449
$600 ﹤0.01%
12
-1,144
1450
$598 ﹤0.01%
+19
56 57
58
59 60