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
176
$2.12M 0.12%
19,907
+2,272
177
$2.09M 0.12%
36,784
+2,415
178
$2.06M 0.12%
40,250
+2,984
179
$2.05M 0.12%
23,230
-493
180
$2.03M 0.12%
39,726
+8,640
181
$2.02M 0.12%
15,918
-17,544
182
$2.02M 0.12%
106,688
+70,440
183
$2.02M 0.12%
26,981
+2,852
184
$2.01M 0.12%
40,916
+34,703
185
$2M 0.12%
38,318
-3,970
186
$2M 0.12%
17,552
-3,661
187
$1.98M 0.12%
5,107
+645
188
$1.98M 0.12%
41,496
-17,147
189
$1.97M 0.11%
32,857
-439
190
$1.95M 0.11%
7,603
+1,311
191
$1.94M 0.11%
9,853
-2,641
192
$1.93M 0.11%
13,227
+57
193
$1.92M 0.11%
24,094
+15,127
194
$1.88M 0.11%
26,216
-2,180
195
$1.84M 0.11%
16,152
+2,440
196
$1.83M 0.11%
21,979
+2,033
197
$1.82M 0.11%
28,016
+7,729
198
$1.82M 0.11%
2,591
+2,332
199
$1.79M 0.1%
160,680
+60,179
200
$1.78M 0.1%
41,718
+13,488
6 7
8
9 10