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 | |
|---|---|---|---|---|---|---|---|
| $44.7K | 0% | 372 -116 | -24% | -$13.9K | |||
| $44.2K | 0% | 630 -67 | -10% | -$4.7K | |||
| $44.1K | 0% | 401 | – | – | |||
| $44K | 0% | 120 -53 | -31% | -$19.4K | |||
| $43.7K | 0% | 869 | – | – | |||
| $43.1K | 0% | 117 -2 | -2% | -$737 | |||
| $42.6K | 0% | 828 | – | – | |||
| $42.4K | 0% | 73 +18 | +33% | +$10.5K | |||
| $41.8K | 0% | 81 +2 | +3% | +$1.03K | |||
| $41.8K | 0% | 551 +28 | +5% | +$2.12K | |||
| $41.8K | 0% | 606 -140 | -19% | -$9.65K | |||
| $41.1K | 0% | 235 +9 | +4% | +$1.58K | |||
| $40.7K | 0% | 443 +5 | +1% | +$460 | |||
| $40.4K | 0% | 1,216 +117 | +11% | +$3.88K | |||
| $39.8K | 0% | 558 | – | – | |||
| $39.5K | 0% | 2,083 -318 | -13% | -$6.03K | |||
| $39.5K | 0% | 268 -36 | -12% | -$5.3K | |||
| $39.3K | 0% | 818 +246 | +43% | +$11.8K | |||
| $38.9K | 0% | 313 +2 | +0.6% | +$249 | |||
| $38.3K | 0% | 214 -16 | -7% | -$2.86K | |||
| $38.1K | 0% | 348 +114 | +49% | +$12.5K | |||
| $38.1K | 0% | 3,548 -119 | -3% | -$1.28K | |||
| $38K | 0% | 67 +1 | +2% | +$566 | |||
| $37.9K | 0% | 238 | New | +$37.9K | |||
| $37.6K | 0% | 481 -26 | -5% | -$2.03K |
