TPCW
TD Private Client Wealth Portfolio holdings
AUM $3.63B
AUM
$3.63B
AUM Growth
+$55.1M (+2%)
Cap. Flow
+$171M
Cap. Flow % of AUM
4.71%
Top 10 Holdings %Top 10 Hldgs %
37.23%
Holding
1,494
New
181
Increased
663
Reduced
425
Closed
79
Top Buys
| 1 | $26.9M | |
| 2 | $20.7M | |
| 3 | $14.2M | |
| 4 | $9.51M | |
| 5 | $9.07M |
Top Sells
| 1 | $7.28M | |
| 2 | $5.94M | |
| 3 | $3.89M | |
| 4 | $3.44M | |
| 5 | $3.22M |
Sector Composition
| 1 | Technology | 6.55% |
| 2 | Financials | 5.04% |
| 3 | Healthcare | 4.04% |
| 4 | Industrials | 2.88% |
| 5 | Communication Services | 2.45% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $405K | 0.01% | 6,751 +485 | +8% | +$29.1K | |||
| $403K | 0.01% | 10,061 +8,730 | +656% | +$349K | |||
| $401K | 0.01% | 5,544 +318 | +6% | +$23K | |||
| $398K | 0.01% | 1,236 +256 | +26% | +$82.5K | |||
| $393K | 0.01% | 1,611 +347 | +27% | +$84.6K | |||
| $391K | 0.01% | 6,914 -9,434 | -58% | -$534K | |||
| $390K | 0.01% | 10,061 -3,812 | -27% | -$148K | |||
| $389K | 0.01% | 813 -37 | -4% | -$17.7K | |||
| $388K | 0.01% | 3,521 +54 | +2% | +$5.94K | |||
| $386K | 0.01% | 6,053 +1,409 | +30% | +$89.9K | |||
| $386K | 0.01% | 4,045 +2,593 | +179% | +$248K | |||
| $381K | 0.01% | 3,731 +498 | +15% | +$50.9K | |||
| $380K | 0.01% | 1,552 -917 | -37% | -$224K | |||
| $379K | 0.01% | 11,087 -3,016 | -21% | -$103K | |||
| $379K | 0.01% | 2,223 +74 | +3% | +$12.6K | |||
| $378K | 0.01% | 2,956 +210 | +8% | +$26.9K | |||
| $377K | 0.01% | 2,583 +42 | +2% | +$6.13K | |||
| $373K | 0.01% | 3,777 +815 | +28% | +$80.4K | |||
| $372K | 0.01% | 5,579 -16 | -0.3% | -$1.07K | |||
| $368K | 0.01% | 3,082 +200 | +7% | +$23.9K | |||
| $367K | 0.01% | 996 +3 | +0.3% | +$1.11K | |||
| $360K | 0.01% | 16,950 +4,824 | +40% | +$103K | |||
| $359K | 0.01% | 10,280 -25 | -0.2% | -$874 | |||
| $357K | 0.01% | 2,726 -198 | -7% | -$26K | |||
| $355K | 0.01% | 5,410 -75 | -1% | -$4.92K |
