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
926
$1.64K ﹤0.01%
+22
927
$1.64K ﹤0.01%
67
928
$1.63K ﹤0.01%
+17
929
$1.59K ﹤0.01%
38
930
$1.58K ﹤0.01%
52
-90
931
$1.57K ﹤0.01%
53
-11
932
$1.53K ﹤0.01%
173
+29
933
$1.47K ﹤0.01%
27
934
$1.47K ﹤0.01%
26
935
$1.42K ﹤0.01%
22
936
$1.41K ﹤0.01%
+24
937
$1.4K ﹤0.01%
+67
938
$1.34K ﹤0.01%
41
-78
939
$1.3K ﹤0.01%
188
-86
940
$1.28K ﹤0.01%
26
941
$1.27K ﹤0.01%
124
942
$1.26K ﹤0.01%
+137
943
$1.26K ﹤0.01%
+16
944
$1.21K ﹤0.01%
29
945
$1.15K ﹤0.01%
+118
946
$1.13K ﹤0.01%
29
947
$1.11K ﹤0.01%
+3
948
$1.1K ﹤0.01%
85
949
$1.09K ﹤0.01%
+30
950
$1.06K ﹤0.01%
32
36 37
38
39 40