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 | |
|---|---|---|---|---|---|---|---|
| $407 | 0% | 7 | New | +$407 | |||
| $392 | 0% | 11 | – | – | |||
| $355 | 0% | 3 | New | +$355 | |||
| $352 | 0% | 9 | New | +$352 | |||
| $348 | 0% | 16 | New | +$348 | |||
| $345 | 0% | 5 -7 | -58% | -$483 | |||
| $317 | 0% | 8 | – | – | |||
| $313 | 0% | 8 | New | +$313 | |||
| $312 | 0% | 2 | New | +$312 | |||
| $312 | 0% | 67 | – | – | |||
| $308 | 0% | 17 | New | +$308 | |||
| $296 | 0% | 131 | – | – | |||
| $290 | 0% | 12 | – | – | |||
| $289 | 0% | 9 | New | +$289 | |||
| $283 | 0% | 7 | New | +$283 | |||
| $280 | 0% | 20 | New | +$280 | |||
| $270 | 0% | 1 | New | +$270 | |||
| $269 | 0% | 4 +3 | +300% | +$202 | |||
| $262 | 0% | 5 | – | – | |||
| $260 | 0% | 6 | New | +$260 | |||
| $243 | 0% | 3 | – | – | |||
| $243 | 0% | 1 -91 | -99% | -$22.1K | |||
| $243 | 0% | 18 | New | +$243 | |||
| $235 | 0% | 13 | New | +$235 | |||
| $226 | 0% | 19 | New | +$226 |
