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 | |
|---|---|---|---|---|---|---|---|
| $179K | 0% | 1,006 +34 | +4% | +$6.05K | |||
| $179K | 0% | 2,683 -143 | -5% | -$9.54K | |||
| $178K | 0% | 2,852 +167 | +6% | +$10.4K | |||
| $177K | 0% | 9,970 +1,974 | +25% | +$35K | |||
| $176K | 0% | 379 +28 | +8% | +$13K | |||
| $176K | 0% | 2,141 -18 | -0.8% | -$1.48K | |||
| $176K | 0% | 1,225 +169 | +16% | +$24.3K | |||
| $176K | 0% | 1,751 +324 | +23% | +$32.5K | |||
| $172K | 0% | 1,346 +503 | +60% | +$64.3K | |||
| $170K | 0% | 2,959 +1,697 | +134% | +$97.4K | |||
| $168K | 0% | 397 -16 | -4% | -$6.78K | |||
| $168K | 0% | 13,020 +2,100 | +19% | +$27.1K | |||
| $168K | 0% | 767 +4 | +0.5% | +$875 | |||
| $167K | 0% | 1,594 +798 | +100% | +$83.7K | |||
| $167K | 0% | 1,389 +376 | +37% | +$45.2K | |||
| $167K | 0% | 205 -10 | -5% | -$8.15K | |||
| $164K | 0% | 950 +180 | +23% | +$31K | |||
| $163K | 0% | 118 -9 | -7% | -$12.5K | |||
| $163K | 0% | 1,279 +162 | +15% | +$20.6K | |||
| $162K | 0% | 2,058 | – | – | |||
| $161K | 0% | 2,765 -1,171 | -30% | -$68K | |||
| $158K | 0% | 8,067 -3,481 | -30% | -$68.2K | |||
| $158K | 0% | 938 +133 | +17% | +$22.3K | |||
| $157K | 0% | 3,545 +476 | +16% | +$21K | |||
| $154K | 0% | 3,782 -14 | -0.4% | -$571 |
