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
776
$13K ﹤0.01%
501
+56
777
$12.7K ﹤0.01%
265
-34
778
$12.3K ﹤0.01%
78
+34
779
$12.2K ﹤0.01%
695
-1,760
780
$12.2K ﹤0.01%
164
-33
781
$12.2K ﹤0.01%
+145
782
$12K ﹤0.01%
24
+11
783
$11.8K ﹤0.01%
+97
784
$11.8K ﹤0.01%
640
-1,774
785
$11.6K ﹤0.01%
78
786
$11.3K ﹤0.01%
185
+10
787
$11.2K ﹤0.01%
490
-73
788
$11.1K ﹤0.01%
107
-23
789
$10.9K ﹤0.01%
1,000
790
$10.8K ﹤0.01%
55
-18
791
$10.8K ﹤0.01%
910
-460
792
$10.7K ﹤0.01%
97
+7
793
$10.6K ﹤0.01%
6
+1
794
$10.6K ﹤0.01%
167
-16
795
$10.4K ﹤0.01%
304
-38
796
$10.4K ﹤0.01%
386
797
$10.3K ﹤0.01%
374
+351
798
$10.2K ﹤0.01%
524
-117
799
$10.2K ﹤0.01%
138
-147
800
$9.89K ﹤0.01%
431
30 31
32
33 34