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
701
$24.5K ﹤0.01%
717
-4,953
702
$24.4K ﹤0.01%
97
-3
703
$24.4K ﹤0.01%
642
-6,999
704
$24.1K ﹤0.01%
173
+2
705
$23.8K ﹤0.01%
662
+374
706
$23.8K ﹤0.01%
846
-252
707
$23.5K ﹤0.01%
489
+444
708
$23.3K ﹤0.01%
1,969
-67
709
$22.8K ﹤0.01%
1,028
-484
710
$22.7K ﹤0.01%
1,179
+12
711
$22.7K ﹤0.01%
273
+25
712
$22.4K ﹤0.01%
4,467
+1,997
713
$22.4K ﹤0.01%
222
+28
714
$22.3K ﹤0.01%
300
+107
715
$22.1K ﹤0.01%
712
-147
716
$22K ﹤0.01%
+67
717
$21.8K ﹤0.01%
467
-2,164
718
$21.6K ﹤0.01%
2,975
+954
719
$21.2K ﹤0.01%
107
+91
720
$21.2K ﹤0.01%
217
+30
721
$21.1K ﹤0.01%
+188
722
$20.9K ﹤0.01%
444
+216
723
$20.7K ﹤0.01%
510
-120
724
$20.6K ﹤0.01%
+189
725
$20.6K ﹤0.01%
1,905
+133
27 28
29
30 31