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
626
$45.4K ﹤0.01%
597
-47
627
$45.4K ﹤0.01%
3,204
+806
628
$45.2K ﹤0.01%
1,019
-210
629
$44.8K ﹤0.01%
348
-5
630
$44.6K ﹤0.01%
2,702
+1,546
631
$44K ﹤0.01%
192
+40
632
$44K ﹤0.01%
554
+111
633
$43.9K ﹤0.01%
2,519
-2,102
634
$43K ﹤0.01%
10,939
-16,642
635
$42.9K ﹤0.01%
785
-237
636
$41.9K ﹤0.01%
1,205
+62
637
$41K ﹤0.01%
411
+36
638
$40.6K ﹤0.01%
1,218
+264
639
$40.2K ﹤0.01%
490
-468
640
$40.1K ﹤0.01%
259
-714
641
$39.5K ﹤0.01%
1,846
-160
642
$39K ﹤0.01%
446
-248
643
$38.7K ﹤0.01%
779
644
$38.4K ﹤0.01%
2,238
-339
645
$37.3K ﹤0.01%
+497
646
$36.7K ﹤0.01%
205
+64
647
$36.5K ﹤0.01%
1,310
-2,729
648
$36K ﹤0.01%
+7,928
649
$36K ﹤0.01%
3,109
-501
650
$35.6K ﹤0.01%
1,756
-3,301
24 25
26
27 28