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
801
$9.73K ﹤0.01%
126
-62
802
$9.57K ﹤0.01%
670
-532
803
$9.53K ﹤0.01%
472
+361
804
$9.33K ﹤0.01%
30
805
$9.23K ﹤0.01%
706
+244
806
$9.18K ﹤0.01%
143
+7
807
$9.1K ﹤0.01%
721
-186
808
$8.72K ﹤0.01%
325
+170
809
$8.63K ﹤0.01%
459
+445
810
$8.34K ﹤0.01%
+266
811
$7.97K ﹤0.01%
205
812
$7.77K ﹤0.01%
250
-346
813
$7.71K ﹤0.01%
115
814
$7.71K ﹤0.01%
62
815
$7.58K ﹤0.01%
39
+10
816
$7.41K ﹤0.01%
26
-5
817
$7.13K ﹤0.01%
355
-112
818
$7K ﹤0.01%
842
819
$6.82K ﹤0.01%
55
820
$6.73K ﹤0.01%
42
-8
821
$6.58K ﹤0.01%
263
-8,490
822
$6.47K ﹤0.01%
53
-37
823
$6.4K ﹤0.01%
1,255
-317
824
$6.38K ﹤0.01%
132
-30
825
$6.33K ﹤0.01%
111
-78
31 32
33
34 35