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
151
$3.89M 0.1%
15,974
+941
152
$3.88M 0.1%
16,671
-919
153
$3.83M 0.09%
10,727
-724
154
$3.79M 0.09%
18,445
-1,915
155
$3.76M 0.09%
12,057
-1,153
156
$3.74M 0.09%
65,557
+2,197
157
$3.73M 0.09%
77,839
+5,933
158
$3.72M 0.09%
55,363
-1,156
159
$3.71M 0.09%
153,109
+25,456
160
$3.69M 0.09%
8,437
+550
161
$3.65M 0.09%
53,571
+235
162
$3.62M 0.09%
6,665
-167
163
$3.62M 0.09%
4,036
+993
164
$3.6M 0.09%
42,313
+1,570
165
$3.59M 0.09%
214,457
-3,341
166
$3.59M 0.09%
27,156
+308
167
$3.48M 0.09%
58,115
+12,051
168
$3.45M 0.08%
11,098
-292
169
$3.41M 0.08%
59,247
+6,410
170
$3.39M 0.08%
1,695
+55
171
$3.38M 0.08%
37,050
+17,242
172
$3.37M 0.08%
33,364
+1,407
173
$3.36M 0.08%
18,366
-1,713
174
$3.33M 0.08%
60,116
-15,552
175
$3.31M 0.08%
36,103
+1,981
5 6
7
8 9