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 | |
|---|---|---|---|---|---|---|---|
| $223 | 0% | 9 | New | +$223 | |||
| $205 | 0% | 34 | New | +$205 | |||
| $205 | 0% | 5 | New | +$205 | |||
| $204 | 0% | 6 | New | +$204 | |||
| $204 | 0% | 1 -6 | -86% | -$1.22K | |||
| $182 | 0% | 8 | New | +$182 | |||
| $177 | 0% | 2 | New | +$177 | |||
| $175 | 0% | 9 | – | – | |||
| $160 | 0% | 4 | New | +$160 | |||
| $157 | 0% | 15 | New | +$157 | |||
| $157 | 0% | 7 | New | +$157 | |||
| $138 | 0% | 10 | New | +$138 | |||
| $137 | 0% | 7 | New | +$137 | |||
| $131 | 0% | 21 | New | +$131 | |||
| $130 | 0% | 8 | New | +$130 | |||
| $129 | 0% | 1 | New | +$129 | |||
| $128 | 0% | 10 | – | – | |||
| $128 | 0% | 18 | New | +$128 | |||
| $127 | 0% | 7 -25 | -78% | -$454 | |||
| $105 | 0% | 2 | New | +$105 | |||
| $100 | 0% | 1 | New | +$100 | |||
| $99 | 0% | 4 | New | +$99 | |||
| $77 | 0% | 25 | New | +$77 | |||
| $74 | 0% | 1 | – | – | |||
| $73 | 0% | 3 | New | +$73 |
