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 | |
|---|---|---|---|---|---|---|---|
| $53.3K | 0% | 330 +76 | +30% | +$12.3K | |||
| $53K | 0% | 202 -11 | -5% | -$2.89K | |||
| $53K | 0% | 1,355 +252 | +23% | +$9.85K | |||
| $52.9K | 0% | 2,490 -1 | -0% | -$21 | |||
| $52.7K | 0% | 1,156 +362 | +46% | +$16.5K | |||
| $52.3K | 0% | 352 -2 | -0.6% | -$297 | |||
| $52.2K | 0% | 305 +37 | +14% | +$6.33K | |||
| $51.3K | 0% | 3,540 | New | +$51.3K | |||
| $50.9K | 0% | 167 -261 | -61% | -$79.6K | |||
| $50.5K | 0% | 734 -188 | -20% | -$12.9K | |||
| $50.1K | 0% | 1,727 -372 | -18% | -$10.8K | |||
| $49.7K | 0% | 6,583 +281 | +4% | +$2.12K | |||
| $49.7K | 0% | 310 +72 | +30% | +$11.5K | |||
| $49.3K | 0% | 1,944 -282 | -13% | -$7.15K | |||
| $49.2K | 0% | 1,661 -6,673 | -80% | -$198K | |||
| $48.8K | 0% | 330 +109 | +49% | +$16.1K | |||
| $48.8K | 0% | 343 -4,607 | -93% | -$655K | |||
| $48.4K | 0% | 1,058 -72 | -6% | -$3.3K | |||
| $48.2K | 0% | 682 +46 | +7% | +$3.25K | |||
| $47.9K | 0% | 180 -5 | -3% | -$1.33K | |||
| $47.2K | 0% | 536 +170 | +46% | +$15K | |||
| $46.6K | 0% | 3,000 | – | – | |||
| $46.5K | 0% | 1,098 -130 | -11% | -$5.51K | |||
| $46.1K | 0% | 559 +15 | +3% | +$1.24K | |||
| $46K | 0% | 685 +8 | +1% | +$538 |
