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
501
$123K 0.01%
1,630
+664
502
$122K 0.01%
627
+168
503
$121K 0.01%
806
+66
504
$119K 0.01%
3,749
+1,955
505
$119K 0.01%
542
-39
506
$118K 0.01%
2,801
-124
507
$116K 0.01%
+2,134
508
$115K 0.01%
4,080
-1,050
509
$111K 0.01%
1,282
-94
510
$109K 0.01%
1,252
+193
511
$108K 0.01%
3,945
-293
512
$108K 0.01%
4,085
-31,920
513
$108K 0.01%
3,165
+609
514
$108K 0.01%
1,721
-119
515
$104K 0.01%
3,694
-1,807
516
$104K 0.01%
1,627
+245
517
$102K 0.01%
3,840
-1,515
518
$100K 0.01%
1,010
-861
519
$98.7K 0.01%
5,366
-5,270
520
$98.6K 0.01%
314
-13
521
$98.4K 0.01%
1,160
+392
522
$96.4K 0.01%
351
+10
523
$96.1K 0.01%
1,738
+498
524
$96K 0.01%
7,790
-6,495
525
$95.3K 0.01%
3,683
-220
19 20
21
22 23