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 | |
|---|---|---|---|---|---|---|---|
| $1.59K | 0% | 11 | New | +$1.59K | |||
| $1.59K | 0% | 55 -32 | -37% | -$923 | |||
| $1.59K | 0% | 19 +1 | +6% | +$84 | |||
| $1.58K | 0% | 23 | New | +$1.58K | |||
| $1.57K | 0% | 15 | New | +$1.57K | |||
| $1.55K | 0% | 250 -23,286 | -99% | -$144K | |||
| $1.54K | 0% | 15 -247 | -94% | -$25.3K | |||
| $1.52K | 0% | 72 | New | +$1.52K | |||
| $1.51K | 0% | 41 | New | +$1.51K | |||
| $1.49K | 0% | 59 +9 | +18% | +$227 | |||
| $1.48K | 0% | 52 | – | – | |||
| $1.47K | 0% | 53 | – | – | |||
| $1.43K | 0% | 4 | – | – | |||
| $1.43K | 0% | 25 | New | +$1.43K | |||
| $1.43K | 0% | 16 | – | – | |||
| $1.43K | 0% | 55 | New | +$1.43K | |||
| $1.42K | 0% | 50 | New | +$1.42K | |||
| $1.42K | 0% | 20 | New | +$1.42K | |||
| $1.42K | 0% | 19 | New | +$1.42K | |||
| $1.41K | 0% | 16 | New | +$1.41K | |||
| $1.41K | 0% | 47 | New | +$1.41K | |||
| $1.41K | 0% | 112 +6 | +6% | +$75 | |||
| $1.41K | 0% | 27 | New | +$1.41K | |||
| $1.39K | 0% | 125 | – | – | |||
| $1.38K | 0% | 39 -156 | -80% | -$5.53K |
