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
1051
$385 ﹤0.01%
12
1052
$385 ﹤0.01%
5
1053
$383 ﹤0.01%
22
1054
$382 ﹤0.01%
8
1055
$373 ﹤0.01%
84
-97
1056
– –
-1
1057
$364 ﹤0.01%
31
-1
1058
$358 ﹤0.01%
14
+3
1059
$351 ﹤0.01%
36
-284
1060
$340 ﹤0.01%
6
1061
$338 ﹤0.01%
9
1062
$335 ﹤0.01%
6
1063
$323 ﹤0.01%
46
-15
1064
$319 ﹤0.01%
17
1065
$308 ﹤0.01%
25
1066
$307 ﹤0.01%
12
1067
$304 ﹤0.01%
+6
1068
$304 ﹤0.01%
18
1069
$304 ﹤0.01%
3
-454
1070
$303 ﹤0.01%
7
-776
1071
$302 ﹤0.01%
7
-85
1072
$302 ﹤0.01%
10
1073
$297 ﹤0.01%
8
-1,749
1074
$294 ﹤0.01%
21
1075
$291 ﹤0.01%
8
41 42
43
44 45