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 | |
|---|---|---|---|---|---|---|---|
| $3.51K | 0% | 23 | New | +$3.51K | |||
| $3.5K | 0% | 48 | New | +$3.5K | |||
| $3.5K | 0% | 16 +2 | +14% | +$437 | |||
| $3.48K | 0% | 97 -16 | -14% | -$575 | |||
| $3.38K | 0% | 80 -103 | -56% | -$4.35K | |||
| $3.34K | 0% | 50 | – | – | |||
| $3.32K | 0% | 31 +14 | +82% | +$1.5K | |||
| $3.31K | 0% | 26 -160 | -86% | -$20.4K | |||
| $3.29K | 0% | 181 -123 | -40% | -$2.24K | |||
| $3.23K | 0% | 27 | New | +$3.23K | |||
| $3.22K | 0% | 93 | – | – | |||
| $3.22K | 0% | 64 -8 | -11% | -$403 | |||
| $3.07K | 0% | 49 | New | +$3.07K | |||
| $3.05K | 0% | 23 +11 | +92% | +$1.46K | |||
| $3.05K | 0% | 80 | New | +$3.05K | |||
| $3.03K | 0% | 31 | New | +$3.03K | |||
| $3.03K | 0% | 92 | New | +$3.03K | |||
| $2.98K | 0% | 100 +44 | +79% | +$1.31K | |||
| $2.97K | 0% | 38 +27 | +245% | +$2.11K | |||
| $2.97K | 0% | 42 +26 | +163% | +$1.84K | |||
| $2.94K | 0% | 41 | New | +$2.94K | |||
| $2.91K | 0% | 28 +27 | +2,700% | +$2.8K | |||
| $2.84K | 0% | 67 +3 | +5% | +$127 | |||
| $2.84K | 0% | 86 +39 | +83% | +$1.29K | |||
| $2.82K | 0% | 19 | – | – |
