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
451
$209K 0.01%
5,409
-869
452
$208K 0.01%
3,813
-7,065
453
$205K 0.01%
12,942
+11,530
454
$205K 0.01%
5,098
-409
455
$203K 0.01%
1,229
+230
456
$199K 0.01%
2,204
-127
457
$195K 0.01%
986
-23
458
$192K 0.01%
5,058
-146
459
$191K 0.01%
3,647
-143
460
$185K 0.01%
690
-131
461
$182K 0.01%
2,326
+1,572
462
$180K 0.01%
3,414
+287
463
$178K 0.01%
7,677
-609
464
$177K 0.01%
1,627
+1,018
465
$177K 0.01%
5,205
+4,076
466
$173K 0.01%
3,455
-134
467
$172K 0.01%
6,241
+849
468
$170K 0.01%
1,003
-16
469
$167K 0.01%
3,161
+1,638
470
$166K 0.01%
6,995
+6,032
471
$165K 0.01%
5,755
-2,559
472
$164K 0.01%
6,705
+420
473
$163K 0.01%
3,831
-193
474
$162K 0.01%
+13,601
475
$161K 0.01%
35,450
-18,230
17 18
19
20 21