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
826
$6.2K ﹤0.01%
67
-33
827
$6.14K ﹤0.01%
193
828
$5.98K ﹤0.01%
245
-12
829
$5.94K ﹤0.01%
23
+3
830
$5.92K ﹤0.01%
6
+2
831
$5.89K ﹤0.01%
47
+25
832
$5.82K ﹤0.01%
1,028
-40,731
833
$5.67K ﹤0.01%
128
-1
834
$5.27K ﹤0.01%
24
+5
835
$5.22K ﹤0.01%
56
-7
836
$5.16K ﹤0.01%
29
837
$5.08K ﹤0.01%
86
838
$4.98K ﹤0.01%
64
-32
839
$4.98K ﹤0.01%
190
-24,957
840
$4.95K ﹤0.01%
84
841
$4.94K ﹤0.01%
3,294
-112,345
842
$4.76K ﹤0.01%
845
843
$4.72K ﹤0.01%
169
844
$4.55K ﹤0.01%
251
845
$4.54K ﹤0.01%
74
+9
846
$4.49K ﹤0.01%
69
-131
847
$4.47K ﹤0.01%
+68
848
$4.34K ﹤0.01%
366
-967
849
$4.27K ﹤0.01%
34
-19
850
$3.99K ﹤0.01%
38
-20
32 33
34
35 36