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 | |
|---|---|---|---|---|---|---|---|
| $37.3K | 0% | 3,722 -1,758 | -32% | -$17.6K | |||
| $37.2K | 0% | 867 +294 | +51% | +$12.6K | |||
| $37.2K | 0% | 377 +5 | +1% | +$493 | |||
| $36.8K | 0% | 510 +139 | +37% | +$10K | |||
| $36.4K | 0% | 940 -17,293 | -95% | -$669K | |||
| $36.1K | 0% | 234 -2,350 | -91% | -$362K | |||
| $36.1K | 0% | 882 | – | – | |||
| $35.8K | 0% | 709 +133 | +23% | +$6.72K | |||
| $35.7K | 0% | 1,045 -1,317 | -56% | -$45K | |||
| $35.6K | 0% | 1,250 +64 | +5% | +$1.82K | |||
| $34K | 0% | 883 | – | – | |||
| $33.9K | 0% | 1,772 -405 | -19% | -$7.74K | |||
| $33.7K | 0% | 302 -4 | -1% | -$446 | |||
| $33.7K | 0% | 493 +60 | +14% | +$4.1K | |||
| $33.5K | 0% | 521 | New | +$33.5K | |||
| $33.5K | 0% | 462 -244 | -35% | -$17.7K | |||
| $33.5K | 0% | 770 | – | – | |||
| $33.4K | 0% | 247 -1 | -0.4% | -$135 | |||
| $32.9K | 0% | 428 +382 | +830% | +$29.4K | |||
| $32.8K | 0% | 205 +74 | +56% | +$11.9K | |||
| $32.4K | 0% | 718 -39 | -5% | -$1.76K | |||
| $32.3K | 0% | 1,188 -15,178 | -93% | -$412K | |||
| $32.1K | 0% | 95 +18 | +23% | +$6.08K | |||
| $31.9K | 0% | 209 -116 | -36% | -$17.7K | |||
| $31.9K | 0% | 959 | – | – |
