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
1451
$595 ﹤0.01%
+14
1452
$595 ﹤0.01%
+8
1453
$595 ﹤0.01%
+8
1454
$590 ﹤0.01%
+6
1455
$590 ﹤0.01%
+31
1456
$589 ﹤0.01%
+11
1457
$585 ﹤0.01%
+8
1458
$584 ﹤0.01%
+5
1459
$581 ﹤0.01%
+1
1460
$576 ﹤0.01%
+6
1461
$576 ﹤0.01%
+29
1462
$572 ﹤0.01%
9
1463
$567 ﹤0.01%
+10
1464
$567 ﹤0.01%
+20
1465
$566 ﹤0.01%
4
1466
$563 ﹤0.01%
21
-9
1467
$563 ﹤0.01%
41
-18
1468
$561 ﹤0.01%
+5
1469
$558 ﹤0.01%
+5
1470
$545 ﹤0.01%
+27
1471
$531 ﹤0.01%
+9
1472
$499 ﹤0.01%
15
1473
$487 ﹤0.01%
131
1474
$484 ﹤0.01%
4
1475
$475 ﹤0.01%
22
+10
57 58
59
60 61