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
126
$5.03M 0.11%
17,812
+1,367
127
$4.98M 0.11%
51,625
+3,144
128
$4.92M 0.11%
192,048
+65,844
129
$4.78M 0.11%
63,083
-3,625
130
$4.78M 0.11%
181,420
-2,194
131
$4.71M 0.11%
87,022
+1,455
132
$4.71M 0.11%
58,455
+4,884
133
$4.7M 0.11%
102,849
+26,306
134
$4.68M 0.11%
4,010
-540
135
$4.67M 0.11%
14,695
+4,646
136
$4.62M 0.1%
30,046
-929
137
$4.6M 0.1%
56,651
+821
138
$4.59M 0.1%
13,807
-283
139
$4.53M 0.1%
98,910
+18,862
140
$4.5M 0.1%
5,898
-24
141
$4.48M 0.1%
13,455
-779
142
$4.47M 0.1%
74,631
+9,074
143
$4.43M 0.1%
43,692
+1,379
144
$4.37M 0.1%
30,000
+19,732
145
$4.34M 0.1%
21,196
+2,830
146
$4.32M 0.1%
27,174
-10,971
147
$4.31M 0.1%
9,080
-5,397
148
$4.31M 0.1%
12,264
+1,624
149
$4.31M 0.1%
30,560
-2,340
150
$4.28M 0.1%
20,119
-281
4 5
6
7 8