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 | |
|---|---|---|---|---|---|---|---|
| $73.2K | 0% | 716 +36 | +5% | +$3.68K | |||
| $71.5K | 0% | 338 | – | – | |||
| $71.1K | 0% | 3,739 +1,446 | +63% | +$27.5K | |||
| $71K | 0% | 630 +606 | +2,525% | +$68.3K | |||
| $70.6K | 0% | 461 -8 | -2% | -$1.23K | |||
| $70.6K | 0% | 1,844 +304 | +20% | +$11.6K | |||
| $70K | 0% | 661 +189 | +40% | +$20K | |||
| $69.8K | 0% | 2,252 +204 | +10% | +$6.32K | |||
| $69.7K | 0% | 1,671 -860 | -34% | -$35.9K | |||
| $69.3K | 0% | 575 +195 | +51% | +$23.5K | |||
| $68.6K | 0% | 704 -63 | -8% | -$6.14K | |||
| $68.2K | 0% | 1,855 +300 | +19% | +$11K | |||
| $68.1K | 0% | 4,261 -69 | -2% | -$1.1K | |||
| $66.8K | 0% | 1,796 +850 | +90% | +$31.6K | |||
| $66.4K | 0% | 488 +14 | +3% | +$1.91K | |||
| $65.9K | 0% | 1,499 -74 | -5% | -$3.25K | |||
| $65.9K | 0% | 514 +334 | +186% | +$42.8K | |||
| $65.2K | 0% | 818 | – | – | |||
| $64.9K | 0% | 631 | New | +$64.9K | |||
| $64K | 0% | 4,138 +3,690 | +824% | +$57K | |||
| $63.4K | 0% | 1,057 +54 | +5% | +$3.24K | |||
| $62.7K | 0% | 259 +35 | +16% | +$8.48K | |||
| $62.5K | 0% | 4,783 | – | – | |||
| $62.4K | 0% | 567 -487 | -46% | -$53.6K | |||
| $61.8K | 0% | 288 -58 | -17% | -$12.4K |
