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
126
$4.93M 0.12%
30,975
+808
127
$4.92M 0.12%
66,708
+6,862
128
$4.85M 0.12%
16,445
+354
129
$4.8M 0.12%
6,097
-19
130
$4.78M 0.12%
165,286
+34,654
131
$4.77M 0.12%
4,550
-316
132
$4.68M 0.12%
131,196
+7,179
133
$4.62M 0.11%
14,541
+1,784
134
$4.62M 0.11%
5,922
+315
135
$4.5M 0.11%
55,830
-68
136
$4.49M 0.11%
14,090
+268
137
$4.49M 0.11%
183,614
+18,789
138
$4.46M 0.11%
48,481
+1,749
139
$4.36M 0.11%
8,166
-484
140
$4.34M 0.11%
20,400
+18,879
141
$4.31M 0.11%
14,422
-934
142
$4.29M 0.11%
29,476
-9,262
143
$4.25M 0.1%
140,891
+11,044
144
$4.24M 0.1%
39,472
-1,304
145
$4.23M 0.1%
85,567
-389
146
$4.17M 0.1%
32,900
-6,888
147
$4.05M 0.1%
124,250
+10,459
148
$4.04M 0.1%
15,715
+7,056
149
$3.9M 0.1%
13,362
+1,484
150
$3.89M 0.1%
31,376
+3,124
4 5
6
7 8