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
176
$3.3M 0.08%
15,109
-672
177
$3.29M 0.08%
76,543
-2,021
178
$3.28M 0.08%
10,640
-1,313
179
$3.26M 0.08%
17,788
-1,576
180
$3.23M 0.08%
55,486
+4,872
181
$3.22M 0.08%
80,048
+33,222
182
$3.22M 0.08%
17,307
-69
183
$3.22M 0.08%
126,204
+6,544
184
$3.17M 0.08%
15,611
+3,018
185
$3.16M 0.08%
30,316
-1,228
186
$3.11M 0.08%
10,049
+2,198
187
$3.11M 0.08%
8,480
+592
188
$3.07M 0.08%
21,320
+6,342
189
$3.03M 0.07%
92,719
-7,263
190
$3.01M 0.07%
11,289
-9
191
$3M 0.07%
78,019
+70,910
192
$2.97M 0.07%
40,380
-737
193
$2.9M 0.07%
53,756
-1,674
194
$2.86M 0.07%
7,464
+690
195
$2.84M 0.07%
2,870
-31
196
$2.81M 0.07%
8,513
+4,041
197
$2.79M 0.07%
30,982
+28,852
198
$2.74M 0.07%
56,171
+655
199
$2.72M 0.07%
20,435
-545
200
$2.67M 0.07%
22,389
-2,275
6 7
8
9 10