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
201
$2.67M 0.07%
10,280
-392
202
$2.65M 0.07%
23,986
+169
203
$2.62M 0.06%
30,762
-6,812
204
$2.6M 0.06%
3,726
-246
205
$2.59M 0.06%
10,343
+1,286
206
$2.59M 0.06%
30,481
+3,079
207
$2.52M 0.06%
3,567
+127
208
$2.51M 0.06%
49,954
+25,714
209
$2.51M 0.06%
27,393
-4,247
210
$2.51M 0.06%
74,055
-1,385
211
$2.5M 0.06%
14,855
-1,112
212
$2.48M 0.06%
39,050
+3,796
213
$2.46M 0.06%
19,930
-1,224
214
$2.43M 0.06%
29,336
+2,739
215
$2.41M 0.06%
7,823
+2,198
216
$2.39M 0.06%
4,212
+1,575
217
$2.38M 0.06%
15,392
+754
218
$2.36M 0.06%
3,135
+214
219
$2.34M 0.06%
5,902
+473
220
$2.32M 0.06%
41,132
-2,259
221
$2.28M 0.06%
393
+25
222
$2.25M 0.06%
16,697
-2,687
223
$2.25M 0.06%
20,080
-146
224
$2.24M 0.06%
7,186
-5,214
225
$2.16M 0.05%
26,509
+3,132
7 8
9
10 11