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
201
$2.82M 0.06%
12,013
-3,961
202
$2.8M 0.06%
31,265
+28,766
203
$2.79M 0.06%
47,414
-8,072
204
$2.77M 0.06%
3,475
-92
205
$2.76M 0.06%
36,059
-4,321
206
$2.71M 0.06%
18,623
+1,926
207
$2.7M 0.06%
37,769
+7,327
208
$2.69M 0.06%
3,552
-174
209
$2.67M 0.06%
52,742
+2,788
210
$2.63M 0.06%
18,621
-1,814
211
$2.6M 0.06%
7,538
+352
212
$2.57M 0.06%
28,955
-381
213
$2.56M 0.06%
13,661
+6,417
214
$2.48M 0.06%
21,811
+1,731
215
$2.48M 0.06%
56,908
+4,528
216
$2.46M 0.06%
9,123
+4,943
217
$2.44M 0.05%
5,025
+187
218
$2.41M 0.05%
46,756
-7,000
219
$2.39M 0.05%
69,481
+11,697
220
$2.37M 0.05%
16,427
+312
221
$2.37M 0.05%
7,773
-2,570
222
$2.36M 0.05%
9,941
-14,738
223
$2.34M 0.05%
49,735
-4,696
224
$2.3M 0.05%
54,396
+5,114
225
$2.28M 0.05%
14,460
+1,557
7 8
9
10 11