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
976
$796 ﹤0.01%
19
977
$795 ﹤0.01%
62
978
$790 ﹤0.01%
48
-113
979
$773 ﹤0.01%
109
+65
980
$753 ﹤0.01%
+45
981
$733 ﹤0.01%
25
982
$731 ﹤0.01%
+27
983
$731 ﹤0.01%
53
-333
984
$729 ﹤0.01%
+123
985
$728 ﹤0.01%
+7
986
$712 ﹤0.01%
28
987
$710 ﹤0.01%
16
+7
988
$706 ﹤0.01%
19
-109
989
$697 ﹤0.01%
+71
990
$691 ﹤0.01%
12
-30
991
$690 ﹤0.01%
17
+11
992
$685 ﹤0.01%
21
993
$667 ﹤0.01%
+10
994
$661 ﹤0.01%
28
995
$660 ﹤0.01%
11
996
$658 ﹤0.01%
27
997
$653 ﹤0.01%
73
998
$648 ﹤0.01%
+11
999
$648 ﹤0.01%
2
-3
1000
$643 ﹤0.01%
24