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
126
$3.07M 0.18%
24,942
-2,584
127
$3.02M 0.18%
48,604
+10,833
128
$3.01M 0.18%
10,356
+9,580
129
$3M 0.18%
40,997
+8,728
130
$2.97M 0.17%
22,777
+6,566
131
$2.96M 0.17%
21,611
-2,202
132
$2.94M 0.17%
29,990
-4,298
133
$2.94M 0.17%
11,164
+1,912
134
$2.93M 0.17%
57,266
+15,595
135
$2.92M 0.17%
90,130
+63,280
136
$2.9M 0.17%
33,151
+12,619
137
$2.86M 0.17%
93,892
-1,761
138
$2.83M 0.17%
12,143
-653
139
$2.83M 0.17%
12,016
+1,253
140
$2.83M 0.17%
14,924
+3,294
141
$2.79M 0.16%
53,429
-6,538
142
$2.68M 0.16%
25,518
+117
143
$2.67M 0.16%
7,401
+3,541
144
$2.66M 0.16%
23,633
-3,326
145
$2.65M 0.15%
72,017
+12,354
146
$2.65M 0.15%
68,281
-7,824
147
$2.65M 0.15%
292,850
+21,064
148
$2.64M 0.15%
8,590
+3,168
149
$2.61M 0.15%
15,206
+1,709
150
$2.59M 0.15%
33,854
+1,504
4 5
6
7 8