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
426
$257K 0.02%
4,339
+1,629
427
$254K 0.01%
654
-800
428
$253K 0.01%
4,999
+1,184
429
$248K 0.01%
6,036
+3,510
430
$247K 0.01%
1,281
-174
431
$246K 0.01%
1,764
-216
432
$245K 0.01%
21,533
-2,713
433
$241K 0.01%
1,861
-69
434
$238K 0.01%
+4,358
435
$236K 0.01%
148
-33
436
$234K 0.01%
1,241
-85
437
$229K 0.01%
9,564
-408
438
$228K 0.01%
37,216
+9,510
439
$226K 0.01%
85,691
-3,085
440
$226K 0.01%
3,119
+2,329
441
$224K 0.01%
16,874
+16,320
442
$222K 0.01%
2,221
+440
443
$219K 0.01%
6,828
-7,852
444
$218K 0.01%
6,302
+520
445
$215K 0.01%
5,178
+397
446
$214K 0.01%
3,647
+817
447
$212K 0.01%
+29,394
448
$212K 0.01%
3,097
+671
449
$211K 0.01%
2,786
+1,804
450
$209K 0.01%
4,276
+2,874
16 17
18
19 20