TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.44B
1-Year Est. Return 13.64%
This Quarter Est. Return
1 Year Est. Return
+13.64%
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
+$8.27M
2
+$6.13M
3
+$6.04M
4
AMZN icon
Amazon
AMZN
+$5.26M
5
BND icon
Vanguard Total Bond Market
BND
+$3.89M

Top Sells

1
+$7.42M
2
+$4.26M
3
+$3.79M
4
GILD icon
Gilead Sciences
GILD
+$3.63M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.87M

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
226
$1.47M 0.09%
8,007
+1,008
227
$1.46M 0.09%
7,357
+1,241
228
$1.45M 0.08%
20,115
+63
229
$1.45M 0.08%
19,637
-3,237
230
$1.44M 0.08%
16,129
-1,393
231
$1.43M 0.08%
8,470
+926
232
$1.43M 0.08%
17,202
-1,063
233
$1.43M 0.08%
26,139
+5,473
234
$1.42M 0.08%
12,242
+1,477
235
$1.42M 0.08%
9,233
+826
236
$1.41M 0.08%
12,356
+1,920
237
$1.41M 0.08%
107,328
+992
238
$1.39M 0.08%
1,235
-12
239
$1.38M 0.08%
51,362
-17,846
240
$1.38M 0.08%
11,536
-41
241
$1.38M 0.08%
9,864
-1,105
242
$1.37M 0.08%
9,203
-1,002
243
$1.36M 0.08%
17,010
+3,211
244
$1.36M 0.08%
50,694
+19,271
245
$1.35M 0.08%
12,708
+3,240
246
$1.34M 0.08%
8,243
+2,268
247
$1.32M 0.08%
21,766
-1,622
248
$1.3M 0.08%
37,058
-1,269
249
$1.3M 0.08%
13,679
+8,038
250
$1.29M 0.08%
50,258
-40,420
8 9
10
11 12