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 | |
|---|---|---|---|---|---|---|---|
| $26.4K | 0% | 329 | – | – | |||
| $26.4K | 0% | 302 -25 | -8% | -$2.19K | |||
| $26.4K | 0% | 324 +7 | +2% | +$570 | |||
| $26.3K | 0% | 992 +46 | +5% | +$1.22K | |||
| $26.1K | 0% | 1,633 +1,547 | +1,799% | +$24.8K | |||
| $25.8K | 0% | 1,143 +85 | +8% | +$1.92K | |||
| $25.8K | 0% | 306 -41 | -12% | -$3.46K | |||
| $25.6K | 0% | 81 +9 | +13% | +$2.85K | |||
| $25.5K | 0% | 217 +83 | +62% | +$9.77K | |||
| $25.5K | 0% | 77 -2 | -3% | -$662 | |||
| $25.4K | 0% | 264 -229 | -46% | -$22K | |||
| $25.3K | 0% | 680 | – | – | |||
| $25.2K | 0% | 346 -2 | -0.6% | -$146 | |||
| $25K | 0% | 4,578 +266 | +6% | +$1.46K | |||
| $24.9K | 0% | 589 -202 | -26% | -$8.54K | |||
| $24.8K | 0% | 345 -131 | -28% | -$9.44K | |||
| $24.8K | 0% | 234 +11 | +5% | +$1.16K | |||
| $24.5K | 0% | 372 +8 | +2% | +$527 | |||
| $24.2K | 0% | 452 | New | +$24.2K | |||
| $24.1K | 0% | 425 | – | – | |||
| $24K | 0% | 335 +12 | +4% | +$860 | |||
| $24K | 0% | 2,653 -13 | -0.5% | -$117 | |||
| $23.9K | 0% | 392 +39 | +11% | +$2.37K | |||
| $23.7K | 0% | 470 +16 | +4% | +$806 | |||
| $23.2K | 0% | 531 | – | – |
