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 | |
|---|---|---|---|---|---|---|---|
| $152K | 0% | 2,122 +1,488 | +235% | +$107K | |||
| $152K | 0% | 8,377 +1,483 | +22% | +$26.8K | |||
| $151K | 0% | 4,589 +807 | +21% | +$26.5K | |||
| $151K | 0% | 956 +256 | +37% | +$40.4K | |||
| $151K | 0% | 733 +92 | +14% | +$18.9K | |||
| $150K | 0% | 6,536 -3,412 | -34% | -$78.3K | |||
| $149K | 0% | 10,400 +6,624 | +175% | +$95K | |||
| $148K | 0% | 856 -399 | -32% | -$69K | |||
| $147K | 0% | 2,750 -828 | -23% | -$44.2K | |||
| $146K | 0% | 2,455 +1,338 | +120% | +$79.8K | |||
| $145K | 0% | 4,071 +328 | +9% | +$11.7K | |||
| $145K | 0% | 1,302 +546 | +72% | +$60.8K | |||
| $141K | 0% | 14,683 +4,361 | +42% | +$41.8K | |||
| $140K | 0% | 1,103 -65 | -6% | -$8.22K | |||
| $139K | 0% | 5,729 +4,953 | +638% | +$121K | |||
| $137K | 0% | 5,131 +3,718 | +263% | +$99.4K | |||
| $136K | 0% | 3,334 +562 | +20% | +$22.9K | |||
| $136K | 0% | 2,499 +131 | +6% | +$7.12K | |||
| $133K | 0% | 8,228 +144 | +2% | +$2.33K | |||
| $129K | 0% | 66 | – | – | |||
| $129K | 0% | 2,336 -34 | -1% | -$1.87K | |||
| $129K | 0% | 540 -35 | -6% | -$8.34K | |||
| $128K | 0% | 2,124 +373 | +21% | +$22.6K | |||
| $128K | 0% | 1,138 +215 | +23% | +$24.2K | |||
| $128K | 0% | 853 +131 | +18% | +$19.7K |
