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
651
$35.2K ﹤0.01%
2,742
-482
652
$35.2K ﹤0.01%
480
+31
653
$35K ﹤0.01%
305
-8
654
$34.9K ﹤0.01%
1,270
+225
655
$34.9K ﹤0.01%
344
+124
656
$34.3K ﹤0.01%
903
-1,862
657
$34.3K ﹤0.01%
918
+494
658
$34.3K ﹤0.01%
285
+11
659
$33.5K ﹤0.01%
901
+250
660
$33.5K ﹤0.01%
481
-261
661
$33.5K ﹤0.01%
91
+45
662
$33.1K ﹤0.01%
1,733
-65
663
$33.1K ﹤0.01%
864
-588
664
$32.9K ﹤0.01%
3,122
-22
665
$32.8K ﹤0.01%
448
-24
666
$32.4K ﹤0.01%
1,354
-5,184
667
$32K ﹤0.01%
224
-23
668
$31.5K ﹤0.01%
839
-139
669
$31.4K ﹤0.01%
1,829
+710
670
$30.9K ﹤0.01%
2,850
-8,260
671
$30.8K ﹤0.01%
17,028
-802
672
$30.8K ﹤0.01%
314
+2
673
$30.7K ﹤0.01%
1,429
-144
674
$30.3K ﹤0.01%
390
-156
675
$30.3K ﹤0.01%
593
25 26
27
28 29