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 | |
|---|---|---|---|---|---|---|---|
| $229K | 0.01% | 447 -430 | -49% | -$220K | |||
| $226K | 0.01% | 29,069 -2,163 | -7% | -$16.8K | |||
| $224K | 0.01% | 2,119 +387 | +22% | +$40.9K | |||
| $224K | 0.01% | 2,223 +75 | +3% | +$7.55K | |||
| $224K | 0.01% | 1,994 +474 | +31% | +$53.2K | |||
| $224K | 0.01% | 2,374 +492 | +26% | +$46.4K | |||
| $222K | 0.01% | 58,241 +39,302 | +208% | +$150K | |||
| $219K | 0.01% | 1,679 +677 | +68% | +$88.3K | |||
| $216K | 0.01% | 5,461 | – | – | |||
| $213K | 0.01% | 1,886 +3 | +0.2% | +$338 | |||
| $211K | 0.01% | 1,888 -36 | -2% | -$4.02K | |||
| $211K | 0.01% | 3,940 -719 | -15% | -$38.4K | |||
| $210K | 0.01% | 2,857 +42 | +1% | +$3.09K | |||
| $210K | 0.01% | 1,149 -77 | -6% | -$14.1K | |||
| $209K | 0.01% | 790 -262 | -25% | -$69.4K | |||
| $206K | 0.01% | 7,786 +7,756 | +25,853% | +$205K | |||
| $203K | 0.01% | 142 -25 | -15% | -$35.8K | |||
| $202K | 0.01% | 2,911 -103 | -3% | -$7.15K | |||
| $201K | 0.01% | 1,689 -154 | -8% | -$18.3K | |||
| $201K | 0.01% | 11,021 +1,724 | +19% | +$31.5K | |||
| $201K | 0.01% | 2,991 +345 | +13% | +$23.1K | |||
| $200K | 0.01% | 963 -124 | -11% | -$25.7K | |||
| $199K | 0.01% | 1,392 +253 | +22% | +$36.3K | |||
| $197K | 0.01% | 4,079 +2,831 | +227% | +$137K | |||
| $197K | 0.01% | 890 | New | +$197K |
