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
676
$30.3K ﹤0.01%
1,725
677
$29.9K ﹤0.01%
656
-1,536
678
$29.5K ﹤0.01%
296
+229
679
$29K ﹤0.01%
642
+24
680
$29K ﹤0.01%
189
+174
681
$28.6K ﹤0.01%
1,722
+377
682
$28.5K ﹤0.01%
700
683
$28.1K ﹤0.01%
270
-22
684
$28.1K ﹤0.01%
173
+50
685
$27.9K ﹤0.01%
2,735
+1,012
686
$27.8K ﹤0.01%
139
687
$27.2K ﹤0.01%
1,658
+244
688
$26.9K ﹤0.01%
2,521
-4,587
689
$26.8K ﹤0.01%
938
+446
690
$26.7K ﹤0.01%
1,219
-316
691
$26.6K ﹤0.01%
174
-61
692
$26.6K ﹤0.01%
+352
693
$26K ﹤0.01%
84
+47
694
$25.9K ﹤0.01%
200
-10
695
$25.8K ﹤0.01%
213
+109
696
$25.5K ﹤0.01%
2,617
-1,621
697
$25.1K ﹤0.01%
335
+92
698
$24.8K ﹤0.01%
4,867
-1,239
699
$24.7K ﹤0.01%
260
+110
700
$24.6K ﹤0.01%
311
+62
26 27
28
29 30