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 | |
|---|---|---|---|---|---|---|---|
| $6.73K | 0% | 176 | – | – | |||
| $6.63K | 0% | 5 +2 | +67% | +$2.65K | |||
| $6.59K | 0% | 49 | – | – | |||
| $6.48K | 0% | 319 | New | +$6.48K | |||
| $6.44K | 0% | 27 +15 | +125% | +$3.58K | |||
| $6.31K | 0% | 280 -19,781 | -99% | -$446K | |||
| $6.29K | 0% | 132 | New | +$6.29K | |||
| $6.13K | 0% | 18 -51 | -74% | -$17.4K | |||
| $6.04K | 0% | 213 +176 | +476% | +$4.99K | |||
| $6.02K | 0% | 899 +266 | +42% | +$1.78K | |||
| $6K | 0% | 172 | – | – | |||
| $5.97K | 0% | 401 +25 | +7% | +$372 | |||
| $5.87K | 0% | 74 -239 | -76% | -$19K | |||
| $5.85K | 0% | 29 +11 | +61% | +$2.22K | |||
| $5.82K | 0% | 45 +19 | +73% | +$2.46K | |||
| $5.81K | 0% | 29 +6 | +26% | +$1.2K | |||
| $5.68K | 0% | 336 | – | – | |||
| $5.62K | 0% | 103 -5,729 | -98% | -$313K | |||
| $5.62K | 0% | 21 +17 | +425% | +$4.55K | |||
| $5.6K | 0% | 23 +3 | +15% | +$731 | |||
| $5.58K | 0% | 205 -99 | -33% | -$2.7K | |||
| $5.5K | 0% | 37 +14 | +61% | +$2.08K | |||
| $5.46K | 0% | 265 | – | – | |||
| $5.39K | 0% | 42 +15 | +56% | +$1.93K | |||
| $5.35K | 0% | 244 -15 | -6% | -$329 |
