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 | |
|---|---|---|---|---|---|---|---|
| $307K | 0.01% | 2,716 +741 | +38% | +$83.9K | |||
| $307K | 0.01% | 1,974 +1,932 | +4,600% | +$300K | |||
| $305K | 0.01% | 1,543 +314 | +26% | +$62K | |||
| $299K | 0.01% | 1,718 +601 | +54% | +$105K | |||
| $297K | 0.01% | 4,265 -3,713 | -47% | -$258K | |||
| $296K | 0.01% | 4,926 +533 | +12% | +$32K | |||
| $296K | 0.01% | 1,931 +390 | +25% | +$59.8K | |||
| $296K | 0.01% | 3,144 -1,308 | -29% | -$123K | |||
| $295K | 0.01% | 3,516 +1,261 | +56% | +$106K | |||
| $294K | 0.01% | 4,916 +1,260 | +34% | +$75.3K | |||
| $291K | 0.01% | 2,346 | New | +$291K | |||
| $285K | 0.01% | 32,509 +3,062 | +10% | +$26.8K | |||
| $283K | 0.01% | 9,680 +800 | +9% | +$23.4K | |||
| $281K | 0.01% | 1,990 -392 | -16% | -$55.4K | |||
| $280K | 0.01% | 1,989 -24 | -1% | -$3.38K | |||
| $278K | 0.01% | 5,574 +1,109 | +25% | +$55.2K | |||
| $277K | 0.01% | 1,048 -542 | -34% | -$143K | |||
| $275K | 0.01% | 7,109 +4,383 | +161% | +$170K | |||
| $273K | 0.01% | 2,739 +570 | +26% | +$56.8K | |||
| $273K | 0.01% | 1,521 +178 | +13% | +$31.9K | |||
| $273K | 0.01% | 1,101 +14 | +1% | +$3.47K | |||
| $268K | 0.01% | 1,676 -12,530 | -88% | -$2M | |||
| $260K | 0.01% | 2,669 +59 | +2% | +$5.75K | |||
| $259K | 0.01% | 2,524 +460 | +22% | +$47.3K | |||
| $256K | 0.01% | 1,940 +401 | +26% | +$53K |
