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
151
$2.59M 0.15%
36,666
+7,434
152
$2.53M 0.15%
64,302
-2,708
153
$2.52M 0.15%
+40,874
154
$2.51M 0.15%
+13,035
155
$2.49M 0.15%
18,551
+2,692
156
$2.46M 0.14%
11,438
+489
157
$2.45M 0.14%
93,831
+77,639
158
$2.44M 0.14%
39,352
-6,064
159
$2.42M 0.14%
31,515
-47,202
160
$2.39M 0.14%
27,297
+2,107
161
$2.39M 0.14%
33,939
+2,198
162
$2.38M 0.14%
5,878
+4,148
163
$2.35M 0.14%
16,640
-11,505
164
$2.35M 0.14%
12,524
+2,635
165
$2.34M 0.14%
27,724
+4,568
166
$2.3M 0.13%
25,176
+18,125
167
$2.3M 0.13%
24,039
-142
168
$2.29M 0.13%
24,696
+300
169
$2.21M 0.13%
48,434
-13,334
170
$2.2M 0.13%
15,216
+346
171
$2.2M 0.13%
39,760
-10,432
172
$2.18M 0.13%
34,291
-3,915
173
$2.17M 0.13%
24,190
+9,306
174
$2.17M 0.13%
10,489
+4,868
175
$2.14M 0.13%
22,305
+10,507
5 6
7
8 9