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
951
$1.05K ﹤0.01%
61
952
$1.05K ﹤0.01%
145
-34
953
$1.04K ﹤0.01%
96
-283
954
$1.04K ﹤0.01%
+20
955
$1.02K ﹤0.01%
4
956
$1.02K ﹤0.01%
7
957
$1K ﹤0.01%
39
958
$990 ﹤0.01%
+20
959
$987 ﹤0.01%
8
-27
960
$983 ﹤0.01%
14
-17
961
$966 ﹤0.01%
23
+16
962
$962 ﹤0.01%
+9
963
$960 ﹤0.01%
+22
964
$958 ﹤0.01%
+323
965
$956 ﹤0.01%
11
+7
966
$952 ﹤0.01%
+84
967
$936 ﹤0.01%
45
+17
968
$933 ﹤0.01%
34
969
$896 ﹤0.01%
16
-16
970
$893 ﹤0.01%
71
971
$881 ﹤0.01%
6
-2
972
$875 ﹤0.01%
44
973
$830 ﹤0.01%
34
974
$814 ﹤0.01%
6
975
$806 ﹤0.01%
26
+20
37 38
39
40 41