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
1026
$487 ﹤0.01%
12
1027
$486 ﹤0.01%
15
1028
$483 ﹤0.01%
+9
1029
$468 ﹤0.01%
+6
1030
$465 ﹤0.01%
3
1031
$464 ﹤0.01%
201
1032
$451 ﹤0.01%
+7
1033
$450 ﹤0.01%
+6
1034
$445 ﹤0.01%
+45
1035
$444 ﹤0.01%
7
1036
$443 ﹤0.01%
+16
1037
$441 ﹤0.01%
13
-3,063
1038
$440 ﹤0.01%
+62
1039
$430 ﹤0.01%
+14
1040
$429 ﹤0.01%
11
+5
1041
$428 ﹤0.01%
+7
1042
$418 ﹤0.01%
7
-134
1043
$414 ﹤0.01%
50
1044
$413 ﹤0.01%
10
1045
$411 ﹤0.01%
+3
1046
$409 ﹤0.01%
+43
1047
$391 ﹤0.01%
+6
1048
$388 ﹤0.01%
13
-88
1049
$388 ﹤0.01%
+5
1050
$385 ﹤0.01%
12
40 41
42
43 44