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
326
$713K 0.04%
3,892
-8,788
327
$703K 0.04%
7,252
+2,692
328
$700K 0.04%
38,540
-1,374
329
$677K 0.04%
13,080
-73,153
330
$673K 0.04%
3,265
-97
331
$626K 0.04%
11,234
+478
332
$615K 0.04%
+10,821
333
$613K 0.04%
16,246
-3,013
334
$610K 0.04%
15,256
+4,725
335
$606K 0.04%
9,808
+1,186
336
$601K 0.04%
106,966
-65,886
337
$596K 0.03%
6,518
+337
338
$592K 0.03%
4,226
-26
339
$591K 0.03%
4,680
-1,116
340
$589K 0.03%
5,789
+1,781
341
$589K 0.03%
5,104
+3,561
342
$581K 0.03%
42,010
-25,380
343
$577K 0.03%
16,393
+1,447
344
$576K 0.03%
10,246
+6,047
345
$572K 0.03%
2,685
-14
346
$556K 0.03%
3,131
-548
347
$547K 0.03%
3,155
+97
348
$542K 0.03%
4,902
+2,000
349
$540K 0.03%
9,053
+8,396
350
$531K 0.03%
3,565
+2,753
12 13
14
15 16