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
$1.71B
AUM Growth
+$315M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,168
New
Increased
Reduced
Closed

Top Buys

1
+$8.04M
2
+$5.97M
3
+$5.82M
4
AMZN icon
Amazon
AMZN
+$4.61M
5
BND icon
Vanguard Total Bond Market
BND
+$3.84M

Top Sells

1
+$7.27M
2
+$4.11M
3
+$3.62M
4
WELL icon
Welltower
WELL
+$3.6M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.72M

Sector Composition

1 Technology 10.77%
2 Healthcare 8.53%
3 Financials 7.32%
4 Communication Services 5.69%
5 Industrials 4.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$1.04M 0.06%
23,073
+3,257
277
$1.04M 0.06%
3,146
+1,356
278
$1.01M 0.06%
17,609
-605
279
$1.01M 0.06%
4,441
+1,465
280
$1,000K 0.06%
35,369
+5,090
281
$986K 0.06%
8,459
+916
282
$981K 0.06%
+6,002
283
$980K 0.06%
5,440
-427
284
$978K 0.06%
9,148
+1,275
285
$968K 0.06%
5,115
-42
286
$966K 0.06%
26,743
-2,258
287
$963K 0.06%
+11,902
288
$961K 0.06%
63,351
+6,095
289
$955K 0.06%
4,030
+1,429
290
$955K 0.06%
50,194
-630
291
$946K 0.06%
32,474
-5,725
292
$941K 0.05%
8,029
+8,011
293
$926K 0.05%
5,647
+1,075
294
$923K 0.05%
8,598
+935
295
$904K 0.05%
7,148
+2,761
296
$899K 0.05%
2,591
+1,180
297
$890K 0.05%
14,441
-3,563
298
$880K 0.05%
1,950
+695
299
$870K 0.05%
22,623
+254
300
$870K 0.05%
14,838
+100
10 11
12
13 14