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
576
$65.1K ﹤0.01%
978
+312
577
$64.7K ﹤0.01%
313
-5
578
$64.4K ﹤0.01%
814
+65
579
$63.2K ﹤0.01%
4,109
-18,315
580
$62.7K ﹤0.01%
1,728
+1,077
581
$62.3K ﹤0.01%
936
+104
582
$62.2K ﹤0.01%
2,190
+252
583
$62.2K ﹤0.01%
1,632
-270
584
$62.1K ﹤0.01%
2,662
+619
585
$62K ﹤0.01%
1,493
-298
586
$60.1K ﹤0.01%
2,667
-1,553
587
$59.9K ﹤0.01%
1,003
-1,525
588
$59.5K ﹤0.01%
9,784
+3
589
$58.6K ﹤0.01%
1,426
-3,368
590
$58.5K ﹤0.01%
+14,140
591
$58.5K ﹤0.01%
750
+267
592
$58.3K ﹤0.01%
22,100
-1,180
593
$58.3K ﹤0.01%
680
-8,519
594
$57.4K ﹤0.01%
411
+65
595
$57.1K ﹤0.01%
462
+6
596
$57K ﹤0.01%
829
-745
597
$56.9K ﹤0.01%
+813
598
$56.2K ﹤0.01%
406
-398
599
$56K ﹤0.01%
895
-378
600
$54K ﹤0.01%
1,412
+627
22 23
24
25 26