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
1076
$291 ﹤0.01%
7
-9
1077
$283 ﹤0.01%
11
1078
$279 ﹤0.01%
11
1079
$277 ﹤0.01%
5
1080
$275 ﹤0.01%
6
-81
1081
$274 ﹤0.01%
9
1082
$273 ﹤0.01%
5
1083
$268 ﹤0.01%
9
1084
$266 ﹤0.01%
7
1085
$261 ﹤0.01%
5
1086
$257 ﹤0.01%
8
-14
1087
$248 ﹤0.01%
5
-7
1088
$235 ﹤0.01%
+6
1089
$214 ﹤0.01%
24
1090
$198 ﹤0.01%
13
-2,441
1091
$190 ﹤0.01%
8
1092
$188 ﹤0.01%
5
1093
$156 ﹤0.01%
15
1094
$143 ﹤0.01%
21
1095
$137 ﹤0.01%
7
1096
$133 ﹤0.01%
7
1097
$126 ﹤0.01%
5
1098
$126 ﹤0.01%
13
-141
1099
$112 ﹤0.01%
61
1100
$68 ﹤0.01%
4
-24
42 43
44
45 46