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
76
$4.7M 0.27%
27,615
+3,053
77
$4.69M 0.27%
92,774
+23,708
78
$4.66M 0.27%
111,580
-4,416
79
$4.52M 0.26%
13,549
+1,340
80
$4.38M 0.26%
50,100
+7,466
81
$4.36M 0.25%
32,522
+3,990
82
$4.33M 0.25%
7,952
+262
83
$4.3M 0.25%
128,528
-3,154
84
$4.26M 0.25%
77,554
+22,519
85
$4.22M 0.25%
106,446
-4,587
86
$4.14M 0.24%
75,926
-4,213
87
$4.13M 0.24%
117,687
+10,748
88
$4.11M 0.24%
50,332
-14,195
89
$4.08M 0.24%
104,548
-3,327
90
$3.86M 0.23%
33,425
+20,319
91
$3.85M 0.22%
121,970
-6,230
92
$3.84M 0.22%
20,148
-7,946
93
$3.78M 0.22%
100,786
+6,888
94
$3.75M 0.22%
72,338
+22,053
95
$3.75M 0.22%
93,834
+17,079
96
$3.74M 0.22%
38,277
-9,930
97
$3.7M 0.22%
31,263
+27,984
98
$3.68M 0.22%
21,139
+12,467
99
$3.67M 0.21%
10,068
+765
100
$3.67M 0.21%
21,658
-6,109
2 3
4
5 6