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 | |
|---|---|---|---|---|---|---|---|
| $23K | 0% | 2,063 +22 | +1% | +$246 | |||
| $22.9K | 0% | 148 +35 | +31% | +$5.42K | |||
| $22.7K | 0% | 143 -345 | -71% | -$54.8K | |||
| $22.6K | 0% | 146 +7 | +5% | +$1.08K | |||
| $22.5K | 0% | 329 -21 | -6% | -$1.44K | |||
| $22.5K | 0% | 714 | – | – | |||
| $22.2K | 0% | 266 -85 | -24% | -$7.1K | |||
| $22K | 0% | 341 -23 | -6% | -$1.49K | |||
| $21.4K | 0% | 406 | – | – | |||
| $21.2K | 0% | 670 | – | – | |||
| $20.3K | 0% | 112 -92 | -45% | -$16.7K | |||
| $19.9K | 0% | 491 -16 | -3% | -$647 | |||
| $19.6K | 0% | 1,382 +22 | +2% | +$313 | |||
| $19.4K | 0% | 170 -8 | -4% | -$913 | |||
| $18.9K | 0% | 151 +15 | +11% | +$1.88K | |||
| $18.8K | 0% | 57 | – | – | |||
| $18.8K | 0% | 548 +235 | +75% | +$8.05K | |||
| $18.7K | 0% | 819 -1 | -0.1% | -$23 | |||
| $18.5K | 0% | 776 -8 | -1% | -$191 | |||
| $18.5K | 0% | 98 +2 | +2% | +$378 | |||
| $18.4K | 0% | 353 +2 | +0.6% | +$104 | |||
| $18.4K | 0% | 313 -124 | -28% | -$7.27K | |||
| $18K | 0% | 713 | New | +$18K | |||
| $17.9K | 0% | 354 +5 | +1% | +$253 | |||
| $17.9K | 0% | 452 +93 | +26% | +$3.68K |
