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 | |
|---|---|---|---|---|---|---|---|
| $17.8K | 0% | 1,560 +23 | +2% | +$262 | |||
| $17.7K | 0% | 39 +6 | +18% | +$2.73K | |||
| $17.7K | 0% | 227 -34 | -13% | -$2.65K | |||
| $17.6K | 0% | 414 -13 | -3% | -$553 | |||
| $17.3K | 0% | 138 | – | – | |||
| $17.2K | 0% | 518 +146 | +39% | +$4.85K | |||
| $17.1K | 0% | 102 +5 | +5% | +$840 | |||
| $16.9K | 0% | 207 +3 | +1% | +$244 | |||
| $16.8K | 0% | 285 -30 | -10% | -$1.77K | |||
| $16.6K | 0% | 595 -23,921 | -98% | -$668K | |||
| $16.3K | 0% | 897 +12 | +1% | +$218 | |||
| $16.2K | 0% | 270 +167 | +162% | +$10K | |||
| $16.1K | 0% | 485 +14 | +3% | +$464 | |||
| $16K | 0% | 762 +80 | +12% | +$1.68K | |||
| $15.9K | 0% | 144 +65 | +82% | +$7.19K | |||
| $15.7K | 0% | 322 +124 | +63% | +$6.06K | |||
| $15.7K | 0% | 249 +12 | +5% | +$757 | |||
| $15.4K | 0% | 133 -298 | -69% | -$34.5K | |||
| $15.2K | 0% | 646 -326 | -34% | -$7.68K | |||
| $15.2K | 0% | 103 -4 | -4% | -$591 | |||
| $15.1K | 0% | 245 +58 | +31% | +$3.57K | |||
| $14.9K | 0% | 41 | – | – | |||
| $14.8K | 0% | 100 -109 | -52% | -$16.2K | |||
| $14.8K | 0% | 34 -23 | -40% | -$9.98K | |||
| $14.7K | 0% | 288 +34 | +13% | +$1.74K |
