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 | |
|---|---|---|---|---|---|---|---|
| $126K | 0% | 2,360 +404 | +21% | +$21.6K | |||
| $126K | 0% | 2,177 +329 | +18% | +$19K | |||
| $123K | 0% | 568 +18 | +3% | +$3.91K | |||
| $122K | 0% | 458 +125 | +38% | +$33.4K | |||
| $122K | 0% | 832 +68 | +9% | +$9.94K | |||
| $120K | 0% | 3,136 +1,539 | +96% | +$59.1K | |||
| $120K | 0% | 421 +56 | +15% | +$15.9K | |||
| $120K | 0% | 1,673 | – | – | |||
| $119K | 0% | 537 +91 | +20% | +$20.1K | |||
| $117K | 0% | 5,957 +2,707 | +83% | +$53K | |||
| $116K | 0% | 4,405 -1,378 | -24% | -$36.4K | |||
| $115K | 0% | 1,797 +203 | +13% | +$13K | |||
| $115K | 0% | 2,077 -651 | -24% | -$36.1K | |||
| $112K | 0% | 305 +53 | +21% | +$19.4K | |||
| $112K | 0% | 2,304 -1,681 | -42% | -$81.6K | |||
| $112K | 0% | 2,213 -2,730 | -55% | -$138K | |||
| $110K | 0% | 3,533 +686 | +24% | +$21.4K | |||
| $110K | 0% | 1,856 +344 | +23% | +$20.4K | |||
| $109K | 0% | 2,544 +573 | +29% | +$24.5K | |||
| $108K | 0% | 1,167 -609 | -34% | -$56.5K | |||
| $107K | 0% | 2,601 | New | +$107K | |||
| $106K | 0% | 335 -1,083 | -76% | -$344K | |||
| $105K | 0% | 611 +170 | +39% | +$29.3K | |||
| $105K | 0% | 1,489 -790 | -35% | -$55.6K | |||
| $104K | 0% | 5,328 +2,616 | +96% | +$51.1K |
