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
901
$2.35K ﹤0.01%
105
902
$2.33K ﹤0.01%
63
+20
903
$2.25K ﹤0.01%
59
-3,550
904
$2.25K ﹤0.01%
+130
905
$2.19K ﹤0.01%
+346
906
$2.17K ﹤0.01%
83
+37
907
$2.15K ﹤0.01%
+22
908
$2.13K ﹤0.01%
2
909
$2.1K ﹤0.01%
90
-14,701
910
$2.08K ﹤0.01%
17
911
$2.05K ﹤0.01%
12
912
$2.04K ﹤0.01%
18
913
$1.98K ﹤0.01%
+12
914
$1.94K ﹤0.01%
+56
915
$1.91K ﹤0.01%
71
-146
916
$1.88K ﹤0.01%
98
+28
917
$1.88K ﹤0.01%
8
-91
918
$1.87K ﹤0.01%
267
+183
919
$1.87K ﹤0.01%
97
+41
920
$1.82K ﹤0.01%
+28
921
$1.81K ﹤0.01%
15
922
$1.8K ﹤0.01%
41
-91
923
$1.78K ﹤0.01%
438
-19
924
$1.68K ﹤0.01%
37
-118
925
$1.65K ﹤0.01%
166
35 36
37
38 39