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
751
$15.9K ﹤0.01%
329
+17
752
$15.7K ﹤0.01%
453
-432
753
$15.5K ﹤0.01%
990
+100
754
$15.5K ﹤0.01%
263
+21
755
$15.2K ﹤0.01%
1,217
+589
756
$15.1K ﹤0.01%
439
-1,530
757
$14.9K ﹤0.01%
+237
758
$14.9K ﹤0.01%
183
759
$14.8K ﹤0.01%
79
-11
760
$14.7K ﹤0.01%
+87
761
$14.6K ﹤0.01%
72
-209
762
$14.5K ﹤0.01%
+631
763
$14.4K ﹤0.01%
729
-1,253
764
$14.3K ﹤0.01%
127
-269
765
$14.3K ﹤0.01%
1,484
-5,406
766
$14.2K ﹤0.01%
297
767
$14.1K ﹤0.01%
88
+5
768
$14K ﹤0.01%
219
+60
769
$13.7K ﹤0.01%
305
-878
770
$13.7K ﹤0.01%
122
+14
771
$13.6K ﹤0.01%
654
+338
772
$13.6K ﹤0.01%
206
+20
773
$13.5K ﹤0.01%
+469
774
$13.1K ﹤0.01%
36
-6
775
$13K ﹤0.01%
4
+3
29 30
31
32 33