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
551
$74.8K ﹤0.01%
1,443
-486
552
$74K ﹤0.01%
6,409
-100
553
$73.5K ﹤0.01%
1,757
-2,766
554
$73.4K ﹤0.01%
1,020
-165
555
$72.9K ﹤0.01%
182
+71
556
$72.5K ﹤0.01%
3,226
-1,413
557
$72.5K ﹤0.01%
1,452
-11
558
$72.3K ﹤0.01%
7,770
+3,416
559
$71.7K ﹤0.01%
919
+422
560
$70.4K ﹤0.01%
1,288
-2,378
561
$69.7K ﹤0.01%
1,095
562
$69.1K ﹤0.01%
1,434
-78
563
$68.8K ﹤0.01%
6,066
+2,164
564
$68.7K ﹤0.01%
800
+595
565
$68.3K ﹤0.01%
1,551
-189
566
$68.1K ﹤0.01%
1,049
+71
567
$67.9K ﹤0.01%
642
+1
568
$67.4K ﹤0.01%
1,280
-2,170
569
$67K ﹤0.01%
3,099
-831
570
$66.9K ﹤0.01%
151
+2
571
$66.4K ﹤0.01%
1,718
-812
572
$65.7K ﹤0.01%
1,481
-64
573
$65.3K ﹤0.01%
238
+49
574
$65.3K ﹤0.01%
1,300
+39
575
$65.2K ﹤0.01%
609
-23
21 22
23
24 25