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
1526
$28 ﹤0.01%
1
1527
$27 ﹤0.01%
1
1528
$24 ﹤0.01%
1
1529
$17 ﹤0.01%
+1
1530
$15 ﹤0.01%
1
1531
– –
0
1532
$14 ﹤0.01%
1
1533
$12 ﹤0.01%
1
1534
$12 ﹤0.01%
+1
1535
– –
0
1536
– –
-153
1537
– –
-138
1538
– –
-1,211
1539
– –
-73
1540
– –
-743
1541
– –
-504
1542
– –
-21
1543
– –
-91
1544
– –
-828
1545
– –
-3,533
1546
– –
-4,860
1547
– –
-32
1548
– –
-8
1549
– –
-20
1550
– –
-5,153
59 60 61
62
63