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
351
$523K 0.03%
5,735
-5,839
352
$520K 0.03%
15,289
+5,059
353
$518K 0.03%
5,368
+239
354
$515K 0.03%
9,001
+847
355
$507K 0.03%
18,888
+3,059
356
$502K 0.03%
21,307
+5,814
357
$502K 0.03%
8,232
-3,020
358
$500K 0.03%
51,332
-5,614
359
$488K 0.03%
18,358
-975
360
$486K 0.03%
27,097
-1,716
361
$485K 0.03%
3,458
-827
362
$480K 0.03%
4,519
+2,606
363
$477K 0.03%
10,682
-119
364
$476K 0.03%
13,222
+34
365
$460K 0.03%
4,282
-2,566
366
$454K 0.03%
31,352
+9,422
367
$453K 0.03%
5,314
-16,138
368
$452K 0.03%
3,023
-17
369
$442K 0.03%
13,249
+531
370
$434K 0.03%
8,162
+937
371
$429K 0.03%
2,459
+168
372
$426K 0.02%
26,824
+2,680
373
$421K 0.02%
1,389
-111
374
$416K 0.02%
1,263
-16
375
$410K 0.02%
33,646
+15,059
13 14
15
16 17