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
851
$3.91K ﹤0.01%
327
+159
852
$3.88K ﹤0.01%
52
-68
853
$3.87K ﹤0.01%
151
+50
854
$3.86K ﹤0.01%
58
+50
855
$3.85K ﹤0.01%
333
+30
856
$3.71K ﹤0.01%
187
-113
857
$3.7K ﹤0.01%
156
858
$3.7K ﹤0.01%
56
859
$3.69K ﹤0.01%
180
-32
860
$3.67K ﹤0.01%
424
861
$3.63K ﹤0.01%
69
862
$3.62K ﹤0.01%
129
-4,836
863
$3.61K ﹤0.01%
+88
864
$3.58K ﹤0.01%
250
-174
865
$3.57K ﹤0.01%
63
-90
866
$3.45K ﹤0.01%
104
+53
867
$3.41K ﹤0.01%
+62
868
$3.35K ﹤0.01%
28
869
$3.32K ﹤0.01%
92
-121
870
$3.3K ﹤0.01%
37
871
$3.23K ﹤0.01%
+89
872
$3.23K ﹤0.01%
250
+79
873
$2.95K ﹤0.01%
131
-52
874
$2.95K ﹤0.01%
393
-276
875
$2.91K ﹤0.01%
25
33 34
35
36 37