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
251
$1.27M 0.07%
54,922
+30,247
252
$1.27M 0.07%
60,250
-10,750
253
$1.25M 0.07%
10,220
+3,659
254
$1.25M 0.07%
29,316
+10,891
255
$1.24M 0.07%
4,257
+487
256
$1.24M 0.07%
56,969
+6,109
257
$1.23M 0.07%
14,708
-2,724
258
$1.23M 0.07%
5,125
+1,470
259
$1.22M 0.07%
13,583
-5,012
260
$1.21M 0.07%
22,263
+7,052
261
$1.2M 0.07%
47,203
+7,171
262
$1.2M 0.07%
20,459
-5,151
263
$1.19M 0.07%
50,909
-4,158
264
$1.19M 0.07%
11,854
+3,464
265
$1.19M 0.07%
19,864
-6,912
266
$1.18M 0.07%
6,748
+3,368
267
$1.16M 0.07%
8,668
+1,090
268
$1.15M 0.07%
13,155
+1,212
269
$1.12M 0.07%
19,520
+4,156
270
$1.08M 0.06%
2,594
+406
271
$1.06M 0.06%
5,521
+1,004
272
$1.05M 0.06%
10,790
+9,066
273
$1.05M 0.06%
4,355
+31
274
$1.05M 0.06%
39,306
-1,468
275
$1.05M 0.06%
9,886
-2,811
9 10
11
12 13