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
51
$7.69M 0.45%
86,189
+12,609
52
$7.63M 0.45%
25,819
-4,561
53
$7.44M 0.43%
166,360
-5,216
54
$7.35M 0.43%
86,612
+18,264
55
$7.28M 0.43%
140,905
+18,935
56
$7.22M 0.42%
161,667
-25,134
57
$7.22M 0.42%
90,329
-11,927
58
$7.08M 0.41%
53,619
+5,526
59
$6.94M 0.41%
75,705
+368
60
$6.84M 0.4%
13,405
+1,180
61
$6.61M 0.39%
132,464
+17,811
62
$6.29M 0.37%
52,609
-10,506
63
$6.16M 0.36%
20,792
+2,961
64
$6.07M 0.35%
36,257
+4,767
65
$6.04M 0.35%
+200,543
66
$5.77M 0.34%
158,082
+20,462
67
$5.6M 0.33%
144,286
+10,614
68
$5.51M 0.32%
96,383
-1,294
69
$5.35M 0.31%
563,080
+344,080
70
$5.26M 0.31%
20,991
+2,023
71
$5.21M 0.3%
29,171
+2,872
72
$4.96M 0.29%
19,187
+1,701
73
$4.85M 0.28%
95,207
-18,722
74
$4.81M 0.28%
202,621
-7,543
75
$4.78M 0.28%
24,575
+18,014
1 2
3
4 5