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
976
$806 ﹤0.01%
26
+20
977
$796 ﹤0.01%
19
978
$795 ﹤0.01%
62
979
$790 ﹤0.01%
48
-113
980
$773 ﹤0.01%
109
+65
981
$753 ﹤0.01%
+45
982
$733 ﹤0.01%
25
983
$731 ﹤0.01%
+27
984
$731 ﹤0.01%
53
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985
$729 ﹤0.01%
+123
986
$728 ﹤0.01%
+7
987
$712 ﹤0.01%
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988
$710 ﹤0.01%
16
+7
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$706 ﹤0.01%
19
-109
990
$697 ﹤0.01%
+71
991
$691 ﹤0.01%
12
-30
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$690 ﹤0.01%
17
+11
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$685 ﹤0.01%
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994
$667 ﹤0.01%
+10
995
$661 ﹤0.01%
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996
$660 ﹤0.01%
11
997
$658 ﹤0.01%
27
998
$653 ﹤0.01%
73
999
$648 ﹤0.01%
+11
1000
$648 ﹤0.01%
2
-3
38 39
40
41 42