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
1001
$633 ﹤0.01%
42
1002
$620 ﹤0.01%
34
1003
$618 ﹤0.01%
+5
1004
$614 ﹤0.01%
+150
1005
$611 ﹤0.01%
+7
1006
$608 ﹤0.01%
26
1007
$595 ﹤0.01%
54
+33
1008
$588 ﹤0.01%
11
1009
$578 ﹤0.01%
+33
1010
$571 ﹤0.01%
14
+9
1011
$565 ﹤0.01%
+3
1012
$564 ﹤0.01%
+34
1013
$559 ﹤0.01%
36
+9
1014
$550 ﹤0.01%
7
1015
$540 ﹤0.01%
67
+52
1016
$534 ﹤0.01%
+3
1017
$528 ﹤0.01%
6
1018
$527 ﹤0.01%
34
-89
1019
$527 ﹤0.01%
10
1020
$524 ﹤0.01%
+35
1021
$523 ﹤0.01%
24
1022
$521 ﹤0.01%
+86
1023
$517 ﹤0.01%
9
1024
$513 ﹤0.01%
+7
1025
$511 ﹤0.01%
+55
39 40
41
42 43