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
476
$156K 0.01%
13,850
-12,664
477
$156K 0.01%
4,743
-881
478
$155K 0.01%
5,262
-8,422
479
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-13
480
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6,366
481
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765
+3
482
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231
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483
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484
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485
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809
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486
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487
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494
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1,632
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499
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4,501
500
$125K 0.01%
874
+41