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
176
$3.53M 0.08%
14,938
-7,680
177
$3.5M 0.08%
20,902
+972
178
$3.49M 0.08%
100,030
+7,311
179
$3.44M 0.08%
38,535
+7,773
180
$3.42M 0.08%
26,239
+2,253
181
$3.42M 0.08%
17,411
+104
182
$3.39M 0.08%
47,537
-7,826
183
$3.39M 0.08%
42,150
-250
184
$3.38M 0.08%
6,767
+2,214
185
$3.35M 0.08%
29,291
-2,085
186
$3.31M 0.07%
60,918
+4,747
187
$3.31M 0.07%
12,907
+2,627
188
$3.31M 0.07%
26,082
-3,394
189
$3.3M 0.07%
48,717
+9,667
190
$3.24M 0.07%
6,605
-1,561
191
$3.18M 0.07%
10,338
+3,077
192
$3.16M 0.07%
25,427
+9,776
193
$3.15M 0.07%
1,646
-49
194
$3.13M 0.07%
7,345
-119
195
$3.09M 0.07%
75,569
+48,532
196
$3.06M 0.07%
18,183
+395
197
$3M 0.07%
16,933
-4,387
198
$2.93M 0.07%
36,616
+34,307
199
$2.91M 0.07%
78,354
+4,299
200
$2.83M 0.06%
2,967
-168
6 7
8
9 10