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
1476
$473 ﹤0.01%
3
1477
$466 ﹤0.01%
20
+13
1478
$452 ﹤0.01%
19
-1
1479
$451 ﹤0.01%
+6
1480
$445 ﹤0.01%
7
1481
$442 ﹤0.01%
8
1482
$430 ﹤0.01%
20
-7
1483
$405 ﹤0.01%
+12
1484
$399 ﹤0.01%
+50
1485
$397 ﹤0.01%
3
1486
$377 ﹤0.01%
4
1487
$369 ﹤0.01%
13
1488
$328 ﹤0.01%
39
-29
1489
$328 ﹤0.01%
5
1490
$315 ﹤0.01%
6
1491
$307 ﹤0.01%
11
1492
$296 ﹤0.01%
+3
1493
$280 ﹤0.01%
16
1494
$270 ﹤0.01%
6
-118
1495
$248 ﹤0.01%
3
1496
$239 ﹤0.01%
+24
1497
$235 ﹤0.01%
7
1498
$203 ﹤0.01%
9
1499
$194 ﹤0.01%
8
1500
$172 ﹤0.01%
34
58 59
60
61 62