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
726
$20.4K ﹤0.01%
972
-448
727
$20.1K ﹤0.01%
244
-10,465
728
$19.8K ﹤0.01%
705
-2,602
729
$19.7K ﹤0.01%
536
-1,980
730
$19.7K ﹤0.01%
2,038
731
$19.7K ﹤0.01%
213
-29
732
$19.3K ﹤0.01%
347
+85
733
$19.3K ﹤0.01%
1,149
+434
734
$19.3K ﹤0.01%
4,316
-264
735
$19.2K ﹤0.01%
193
+11
736
$19K ﹤0.01%
+520
737
$19K ﹤0.01%
616
-57
738
$18.7K ﹤0.01%
1,525
+9
739
$18.5K ﹤0.01%
+200
740
$18.3K ﹤0.01%
459
+6
741
$18.2K ﹤0.01%
+512
742
$17.5K ﹤0.01%
412
-245
743
$17.2K ﹤0.01%
+388
744
$16.9K ﹤0.01%
21
+13
745
$16.7K ﹤0.01%
192
-41
746
$16.5K ﹤0.01%
282
+47
747
$16.4K ﹤0.01%
110
-244
748
$16.1K ﹤0.01%
219
-50
749
$16K ﹤0.01%
488
+46
750
$16K ﹤0.01%
233
+228
28 29
30
31 32