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 | |
|---|---|---|---|---|---|---|---|
| $196K | 0.01% | 198 -19 | -9% | -$18.8K | |||
| $194K | 0.01% | 1,324 +680 | +106% | +$99.9K | |||
| $194K | 0.01% | 4,116 +1,095 | +36% | +$51.7K | |||
| $194K | 0.01% | 1,134 +75 | +7% | +$12.9K | |||
| $193K | 0.01% | 4,098 +652 | +19% | +$30.8K | |||
| $193K | 0.01% | 2,699 -7,830 | -74% | -$559K | |||
| $192K | 0.01% | 6,308 +1,472 | +30% | +$44.7K | |||
| $190K | 0.01% | 918 +19 | +2% | +$3.93K | |||
| $190K | 0.01% | 923 +1 | +0.1% | +$206 | |||
| $189K | 0.01% | 5,747 +996 | +21% | +$32.7K | |||
| $188K | 0.01% | 1,670 -72 | -4% | -$8.1K | |||
| $186K | 0.01% | 1,346 +62 | +5% | +$8.57K | |||
| $186K | 0.01% | 13,626 -4,319 | -24% | -$58.8K | |||
| $185K | 0.01% | 2,632 -270 | -9% | -$18.9K | |||
| $184K | 0.01% | 5,322 -190 | -3% | -$6.55K | |||
| $183K | 0.01% | 4,899 +1,434 | +41% | +$53.6K | |||
| $183K | 0.01% | 2,043 -45 | -2% | -$4.03K | |||
| $182K | 0.01% | 3,650 +881 | +32% | +$43.9K | |||
| $181K | 0.01% | 1,478 +252 | +21% | +$30.8K | |||
| $180K | 0.01% | 1,524 +83 | +6% | +$9.8K | |||
| $180K | 0.01% | 3,022 -835 | -22% | -$49.7K | |||
| $180K | 0.01% | 6,141 +3,253 | +113% | +$95.2K | |||
| $180K | 0% | 1,840 | – | – | |||
| $180K | 0% | 7,663 +2,780 | +57% | +$65.1K | |||
| $180K | 0% | 3,423 +482 | +16% | +$25.3K |
