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
1501
$165 ﹤0.01%
1
1502
$159 ﹤0.01%
3
1503
$158 ﹤0.01%
2
1504
$129 ﹤0.01%
1
1505
$124 ﹤0.01%
1
1506
$122 ﹤0.01%
+17
1507
$119 ﹤0.01%
9
1508
$113 ﹤0.01%
4
1509
$113 ﹤0.01%
8
-1
1510
$95 ﹤0.01%
1
1511
$93 ﹤0.01%
+1
1512
$86 ﹤0.01%
1
1513
$76 ﹤0.01%
+1
1514
$76 ﹤0.01%
3
1515
$74 ﹤0.01%
1
1516
$71 ﹤0.01%
1
1517
$69 ﹤0.01%
+1
1518
$68 ﹤0.01%
+1
1519
$55 ﹤0.01%
1
1520
– –
0
1521
$51 ﹤0.01%
2
1522
$37 ﹤0.01%
+1
1523
$36 ﹤0.01%
+1
1524
$36 ﹤0.01%
+1
1525
$35 ﹤0.01%
1
59 60
61
62 63