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
876
$2.88K ﹤0.01%
+49
877
$2.87K ﹤0.01%
386
-130
878
$2.85K ﹤0.01%
30
879
$2.84K ﹤0.01%
40
-260
880
$2.84K ﹤0.01%
48
-40
881
$2.83K ﹤0.01%
412
-1,135
882
$2.83K ﹤0.01%
88
-134
883
$2.8K ﹤0.01%
25
-9
884
$2.75K ﹤0.01%
96
+6
885
$2.61K ﹤0.01%
170
-28
886
$2.6K ﹤0.01%
12
-25
887
$2.6K ﹤0.01%
53
888
$2.58K ﹤0.01%
93
889
$2.55K ﹤0.01%
56
-16
890
$2.54K ﹤0.01%
166
+78
891
$2.52K ﹤0.01%
26
892
$2.51K ﹤0.01%
154
-106
893
$2.51K ﹤0.01%
82
-13
894
$2.5K ﹤0.01%
13
895
$2.47K ﹤0.01%
+37
896
$2.47K ﹤0.01%
11
897
$2.42K ﹤0.01%
46
898
$2.4K ﹤0.01%
12
+3
899
$2.4K ﹤0.01%
13
-11
900
$2.37K ﹤0.01%
25
34 35
36
37 38