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
1026
$511 ﹤0.01%
+55
1027
$487 ﹤0.01%
12
1028
$486 ﹤0.01%
15
1029
$483 ﹤0.01%
+9
1030
$468 ﹤0.01%
+6
1031
$465 ﹤0.01%
3
1032
$464 ﹤0.01%
201
1033
$451 ﹤0.01%
+7
1034
$450 ﹤0.01%
+6
1035
$445 ﹤0.01%
+45
1036
$444 ﹤0.01%
7
1037
$443 ﹤0.01%
+16
1038
$441 ﹤0.01%
13
-3,063
1039
$440 ﹤0.01%
+62
1040
$430 ﹤0.01%
+14
1041
$429 ﹤0.01%
11
+5
1042
$428 ﹤0.01%
+7
1043
$418 ﹤0.01%
7
-134
1044
$414 ﹤0.01%
50
1045
$413 ﹤0.01%
10
1046
$411 ﹤0.01%
+3
1047
$409 ﹤0.01%
+43
1048
$391 ﹤0.01%
+6
1049
$388 ﹤0.01%
13
-88
1050
$388 ﹤0.01%
+5
40 41
42
43 44