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
301
$861K 0.05%
8,828
-2,938
302
$842K 0.05%
21,056
-97
303
$838K 0.05%
8,099
-504
304
$826K 0.05%
4,536
+2,132
305
$805K 0.05%
5,123
+160
306
$805K 0.05%
10,198
-108
307
$802K 0.05%
42,932
-1,241
308
$794K 0.05%
16,920
-260
309
$792K 0.05%
31,295
+9,266
310
$769K 0.04%
22,726
+11,173
311
$769K 0.04%
7,524
+987
312
$769K 0.04%
11,128
+3,406
313
$768K 0.04%
41,013
+6,574
314
$767K 0.04%
30,382
+25,822
315
$758K 0.04%
8,277
+30
316
$757K 0.04%
12,867
+425
317
$755K 0.04%
37,897
-5,249
318
$743K 0.04%
71,192
+11,340
319
$740K 0.04%
6,042
+112
320
$737K 0.04%
19,454
-1,466
321
$735K 0.04%
7,058
+6,009
322
$725K 0.04%
33,818
+5,743
323
$720K 0.04%
10,956
-2,872
324
$719K 0.04%
10,344
+4,315
325
$716K 0.04%
7,669
+1,055
11 12
13
14 15