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 | |
|---|---|---|---|---|---|---|---|
| $14.7K | 0% | 484 | – | – | |||
| $14.5K | 0% | 255 -87 | -25% | -$4.94K | |||
| $14.3K | 0% | 146 +33 | +29% | +$3.23K | |||
| $14.2K | 0% | 2,590 +137 | +6% | +$753 | |||
| $14.1K | 0% | 154 -146 | -49% | -$13.4K | |||
| $14.1K | 0% | 102 -6 | -6% | -$829 | |||
| $13.7K | 0% | 149 | New | +$13.7K | |||
| $13.5K | 0% | 2,560 +2,170 | +556% | +$11.4K | |||
| $13.5K | 0% | 102 -45 | -31% | -$5.94K | |||
| $13.3K | 0% | 248 -202 | -45% | -$10.8K | |||
| $13.2K | 0% | 230 +44 | +24% | +$2.53K | |||
| $12.9K | 0% | 42 -4 | -9% | -$1.23K | |||
| $12.8K | 0% | 284 | New | +$12.8K | |||
| $12.8K | 0% | 250 +5 | +2% | +$256 | |||
| $12.7K | 0% | 167 -3 | -2% | -$228 | |||
| $12.4K | 0% | 210 -477 | -69% | -$28.1K | |||
| $12.3K | 0% | 538 +10 | +2% | +$228 | |||
| $12.2K | 0% | 629 | New | +$12.2K | |||
| $12.2K | 0% | 206 +70 | +51% | +$4.15K | |||
| $12.1K | 0% | 314 -95 | -23% | -$3.67K | |||
| $12K | 0% | 61 -22 | -27% | -$4.35K | |||
| $12K | 0% | 516 -623 | -55% | -$14.5K | |||
| $12K | 0% | 183 -16 | -8% | -$1.05K | |||
| $11.7K | 0% | 1,009 -943 | -48% | -$11K | |||
| $11.7K | 0% | 157 +23 | +17% | +$1.71K |
