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 | |
|---|---|---|---|---|---|---|---|
| $4.32K | 0% | 18 +16 | +800% | +$3.84K | |||
| $4.31K | 0% | 138 | – | – | |||
| $4.31K | 0% | 85 -3 | -3% | -$152 | |||
| $4.3K | 0% | 71 +50 | +238% | +$3.03K | |||
| $4.27K | 0% | 27 | New | +$4.27K | |||
| $4.23K | 0% | 76 +11 | +17% | +$612 | |||
| $4.2K | 0% | 14 +6 | +75% | +$1.8K | |||
| $4.12K | 0% | 45 +18 | +67% | +$1.65K | |||
| $4.1K | 0% | 107 | New | +$4.1K | |||
| $4.06K | 0% | 66 +13 | +25% | +$800 | |||
| $4.06K | 0% | 47 | New | +$4.06K | |||
| $4.04K | 0% | 26 | New | +$4.04K | |||
| $4K | 0% | 14 +6 | +75% | +$1.71K | |||
| $3.98K | 0% | 58 | – | – | |||
| $3.95K | 0% | 158 -293 | -65% | -$7.33K | |||
| $3.93K | 0% | 49 +13 | +36% | +$1.04K | |||
| $3.88K | 0% | 74 +43 | +139% | +$2.25K | |||
| $3.84K | 0% | 83 +33 | +66% | +$1.53K | |||
| $3.83K | 0% | 38 +25 | +192% | +$2.52K | |||
| $3.81K | 0% | 26 | – | – | |||
| $3.78K | 0% | 45 +9 | +25% | +$755 | |||
| $3.74K | 0% | 402 +35 | +10% | +$325 | |||
| $3.7K | 0% | 46 | New | +$3.7K | |||
| $3.56K | 0% | 133 | New | +$3.56K | |||
| $3.51K | 0% | 40 +31 | +344% | +$2.72K |
