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
101
$3.67M 0.21%
93,591
-18,016
102
$3.6M 0.21%
38,683
+10,233
103
$3.57M 0.21%
92,041
+658
104
$3.57M 0.21%
19,345
-1,313
105
$3.56M 0.21%
21,664
+3,174
106
$3.54M 0.21%
66,010
-13,751
107
$3.52M 0.21%
220,991
+29,000
108
$3.51M 0.21%
44,712
-7,394
109
$3.51M 0.2%
72,578
+5,267
110
$3.47M 0.2%
14,021
+13,512
111
$3.47M 0.2%
20,137
-1,240
112
$3.4M 0.2%
19,483
+1,768
113
$3.38M 0.2%
20,634
+2,172
114
$3.38M 0.2%
41,857
-30,561
115
$3.31M 0.19%
128,144
-34,045
116
$3.31M 0.19%
41,810
-142
117
$3.25M 0.19%
17,368
+2,242
118
$3.24M 0.19%
62,814
+14,378
119
$3.21M 0.19%
70,580
+8,800
120
$3.2M 0.19%
35,779
+1,882
121
$3.18M 0.19%
102,071
+22,875
122
$3.14M 0.18%
28,351
+27,444
123
$3.12M 0.18%
76,588
-675
124
$3.09M 0.18%
46,420
+5,640
125
$3.08M 0.18%
132,025
-47,300
3 4
5
6 7