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 | |
|---|---|---|---|---|---|---|---|
| $103K | 0% | 3,579 -137 | -4% | -$3.96K | |||
| $103K | 0% | 1,668 | – | – | |||
| $103K | 0% | 911 +768 | +537% | +$86.9K | |||
| $103K | 0% | 914 +319 | +54% | +$35.9K | |||
| $103K | 0% | 1,298 -134 | -9% | -$10.6K | |||
| $102K | 0% | 1,032 +41 | +4% | +$4.06K | |||
| $102K | 0% | 618 +18 | +3% | +$2.98K | |||
| $102K | 0% | 517 -251 | -33% | -$49.4K | |||
| $100K | 0% | 5,158 +2,287 | +80% | +$44.4K | |||
| $100K | 0% | 3,305 +1,015 | +44% | +$30.8K | |||
| $98.5K | 0% | 2,404 -49 | -2% | -$2.01K | |||
| $96.6K | 0% | 1,691 | – | – | |||
| $94.5K | 0% | 1,746 | – | – | |||
| $92.1K | 0% | 495 | – | – | |||
| $91.7K | 0% | 2,920 +204 | +8% | +$6.41K | |||
| $90.9K | 0% | 6,762 +634 | +10% | +$8.53K | |||
| $89.6K | 0% | 1,136 -47 | -4% | -$3.71K | |||
| $89.2K | 0% | 3,570 +954 | +36% | +$23.8K | |||
| $88.3K | 0% | 421 +228 | +118% | +$47.8K | |||
| $87.2K | 0% | 1,125 -256 | -19% | -$19.9K | |||
| $85.9K | 0% | 1,740 -254 | -13% | -$12.5K | |||
| $85.4K | 0% | 2,413 +426 | +21% | +$15.1K | |||
| $85.4K | 0% | 5,782 +872 | +18% | +$12.9K | |||
| $85.3K | 0% | 1,373 -26 | -2% | -$1.62K | |||
| $84.9K | 0% | 2,962 +585 | +25% | +$16.8K |
