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
1001
$643 ﹤0.01%
24
1002
$633 ﹤0.01%
42
1003
$620 ﹤0.01%
34
1004
$618 ﹤0.01%
+5
1005
$614 ﹤0.01%
+150
1006
$611 ﹤0.01%
+7
1007
$608 ﹤0.01%
26
1008
$595 ﹤0.01%
54
+33
1009
$588 ﹤0.01%
11
1010
$578 ﹤0.01%
+33
1011
$571 ﹤0.01%
14
+9
1012
$565 ﹤0.01%
+3
1013
$564 ﹤0.01%
+34
1014
$559 ﹤0.01%
36
+9
1015
$550 ﹤0.01%
7
1016
$540 ﹤0.01%
67
+52
1017
$534 ﹤0.01%
+3
1018
$528 ﹤0.01%
6
1019
$527 ﹤0.01%
34
-89
1020
$527 ﹤0.01%
10
1021
$524 ﹤0.01%
+35
1022
$523 ﹤0.01%
24
1023
$521 ﹤0.01%
+86
1024
$517 ﹤0.01%
9
1025
$513 ﹤0.01%
+7
39 40
41
42 43