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
26
$12.3M 0.72%
396,647
-76,618
27
$12.2M 0.71%
28,091
+2,623
28
$12.2M 0.71%
53,754
+2,919
29
$12M 0.7%
121,757
-5,554
30
$11.6M 0.68%
157,880
+44,234
31
$11.3M 0.66%
242,910
+45,057
32
$11.1M 0.65%
35,832
-9,252
33
$10M 0.59%
399,608
+64,215
34
$10M 0.58%
141,440
+8,060
35
$9.93M 0.58%
435,088
-3,687
36
$9.9M 0.58%
35,513
+1,635
37
$9.67M 0.56%
32,787
+3,515
38
$9.37M 0.55%
106,124
+43,978
39
$9.34M 0.55%
99,278
+26,699
40
$9.28M 0.54%
69,418
+8,695
41
$9.24M 0.54%
259,800
-75,255
42
$8.66M 0.51%
106,621
-7,675
43
$8.3M 0.48%
59,007
-1,285
44
$8.18M 0.48%
75,619
-68,536
45
$8.1M 0.47%
51,775
-3,368
46
$8.09M 0.47%
22,319
+7,074
47
$7.97M 0.47%
113,727
-2,688
48
$7.71M 0.45%
49,155
+6,475
49
$7.7M 0.45%
69,262
-1,150
50
$7.69M 0.45%
58,167
+1,450
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