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
1051
$385 ﹤0.01%
5
1052
$383 ﹤0.01%
22
1053
$382 ﹤0.01%
8
1054
$373 ﹤0.01%
84
-97
1055
– –
-1
1056
$364 ﹤0.01%
31
-1
1057
$358 ﹤0.01%
14
+3
1058
$351 ﹤0.01%
36
-284
1059
$340 ﹤0.01%
6
1060
$338 ﹤0.01%
9
1061
$335 ﹤0.01%
6
1062
$323 ﹤0.01%
46
-15
1063
$319 ﹤0.01%
17
1064
$308 ﹤0.01%
25
1065
$307 ﹤0.01%
12
1066
$304 ﹤0.01%
+6
1067
$304 ﹤0.01%
18
1068
$304 ﹤0.01%
3
-454
1069
$303 ﹤0.01%
7
-776
1070
$302 ﹤0.01%
7
-85
1071
$302 ﹤0.01%
10
1072
$297 ﹤0.01%
8
-1,749
1073
$294 ﹤0.01%
21
1074
$291 ﹤0.01%
8
1075
$291 ﹤0.01%
7
-9
41 42
43
44 45