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
401
$323K 0.02%
2,487
+1,491
402
$321K 0.02%
3,629
-3,566
403
$320K 0.02%
72,800
+72,477
404
$320K 0.02%
6,980
+717
405
$314K 0.02%
1,712
+1,344
406
$313K 0.02%
18,742
-322
407
$310K 0.02%
+2,873
408
$308K 0.02%
5,052
-384
409
$303K 0.02%
2,369
+93
410
$302K 0.02%
4,874
+786
411
$300K 0.02%
5,967
+4,289
412
$299K 0.02%
10,137
+6,824
413
$298K 0.02%
16,026
+1,234
414
$289K 0.02%
16,994
+16,972
415
$283K 0.02%
14,663
+1,331
416
$276K 0.02%
29,734
-6,310
417
$276K 0.02%
7,035
+33
418
$275K 0.02%
9,434
-764
419
$270K 0.02%
5,891
+446
420
$268K 0.02%
827
-703
421
$268K 0.02%
11,788
-1,670
422
$264K 0.02%
77,723
-35,901
423
$261K 0.02%
11,490
-393
424
$260K 0.02%
3,839
-150
425
$259K 0.02%
35,134
15 16
17
18 19