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
526
$95.2K 0.01%
496
+161
527
$94.6K 0.01%
1,967
+120
528
$92K 0.01%
982
-1,636
529
$91.6K 0.01%
8,512
-76,472
530
$91K 0.01%
875
-10,930
531
$90.1K 0.01%
635
-85
532
$87.9K 0.01%
1,524
-145
533
$87.5K 0.01%
901
-63
534
$87K 0.01%
1,066
-6
535
$86K 0.01%
448
-183
536
$84.4K ﹤0.01%
+1,553
537
$84K ﹤0.01%
2,251
+107
538
$83.9K ﹤0.01%
2,570
539
$81K ﹤0.01%
1,801
-130
540
$80.9K ﹤0.01%
1,427
541
$79.9K ﹤0.01%
2,507
+1,009
542
$79.8K ﹤0.01%
268
+22
543
$79.3K ﹤0.01%
6,109
+1,111
544
$79.1K ﹤0.01%
4,323
+134
545
$79K ﹤0.01%
1,578
-1,706
546
$78.4K ﹤0.01%
1,502
+16
547
$78.3K ﹤0.01%
2,404
+59
548
$76.7K ﹤0.01%
+33,221
549
$75.6K ﹤0.01%
532
+200
550
$75.3K ﹤0.01%
1,275
+378
20 21
22
23 24