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
726
$20.4K ﹤0.01%
972
-448
727
$20.1K ﹤0.01%
244
-10,465
728
$19.8K ﹤0.01%
705
-2,602
729
$19.7K ﹤0.01%
536
-1,980
730
$19.7K ﹤0.01%
2,038
731
$19.7K ﹤0.01%
213
-29
732
$19.3K ﹤0.01%
347
+85
733
$19.3K ﹤0.01%
1,149
+434
734
$19.3K ﹤0.01%
4,316
-264
735
$19.2K ﹤0.01%
193
+11
736
$19K ﹤0.01%
+520
737
$19K ﹤0.01%
616
-57
738
$18.7K ﹤0.01%
1,525
+9
739
$18.5K ﹤0.01%
+200
740
$18.3K ﹤0.01%
459
+6
741
$18.2K ﹤0.01%
+512
742
$17.5K ﹤0.01%
412
-245
743
$17.2K ﹤0.01%
+388
744
$16.9K ﹤0.01%
21
+13
745
$16.7K ﹤0.01%
192
-41
746
$16.5K ﹤0.01%
282
+47
747
$16.4K ﹤0.01%
110
-244
748
$16.1K ﹤0.01%
219
-50
749
$16K ﹤0.01%
488
+46
750
$16K ﹤0.01%
233
+228
28 29
30
31 32