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
376
$410K 0.02%
3,049
-335
377
$401K 0.02%
2,007
-468
378
$397K 0.02%
+15,282
379
$392K 0.02%
2,623
+2,505
380
$387K 0.02%
7,576
-3,972
381
$386K 0.02%
2,307
+238
382
$377K 0.02%
6,039
+116
383
$374K 0.02%
4,097
-60
384
$372K 0.02%
+15,089
385
$371K 0.02%
5,841
-2,860
386
$368K 0.02%
1,707
+1,286
387
$367K 0.02%
7,668
-127
388
$363K 0.02%
3,183
-294
389
$361K 0.02%
18,231
+247
390
$354K 0.02%
3,058
-1,446
391
$344K 0.02%
5,382
+40
392
$343K 0.02%
6,070
+6,065
393
$340K 0.02%
10,372
-6,230
394
$336K 0.02%
98,550
+50,378
395
$331K 0.02%
1,894
+27
396
$330K 0.02%
3,612
+726
397
$328K 0.02%
3,292
-127
398
$327K 0.02%
2,731
-2,351
399
$326K 0.02%
+14,666
400
$325K 0.02%
6,505
-1,701
14 15
16
17 18