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
601
$53.9K ﹤0.01%
1,250
602
$53.3K ﹤0.01%
60
+19
603
$53.2K ﹤0.01%
1,384
+407
604
$52.4K ﹤0.01%
729
+280
605
$51.5K ﹤0.01%
1,988
-392
606
$51.5K ﹤0.01%
830
-6,149
607
$51.3K ﹤0.01%
552
-117
608
$51.1K ﹤0.01%
1,281
-222
609
$49.8K ﹤0.01%
1,500
+473
610
$49.8K ﹤0.01%
+492
611
$49.7K ﹤0.01%
1,352
+883
612
$49.7K ﹤0.01%
1,002
-1
613
$49.5K ﹤0.01%
893
-115
614
$49.4K ﹤0.01%
983
+283
615
$49.4K ﹤0.01%
3,128
-1,617
616
$48.4K ﹤0.01%
3,339
+500
617
$48K ﹤0.01%
1,011
+212
618
$47.7K ﹤0.01%
829
+294
619
$47.6K ﹤0.01%
2,901
+2,040
620
$47.1K ﹤0.01%
261
+1
621
$46.8K ﹤0.01%
2,358
+76
622
$46.5K ﹤0.01%
1,363
+759
623
$46.2K ﹤0.01%
1,410
+444
624
$45.7K ﹤0.01%
412
-216
625
$45.5K ﹤0.01%
3,584
23 24
25
26 27