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
201
$1.77M 0.1%
79,446
+6,243
202
$1.76M 0.1%
13,030
+4,166
203
$1.75M 0.1%
30,904
-1,289
204
$1.75M 0.1%
6,449
+834
205
$1.74M 0.1%
29,605
+21,771
206
$1.74M 0.1%
9,900
-106
207
$1.72M 0.1%
19,801
+4,048
208
$1.69M 0.1%
14,504
+1,560
209
$1.67M 0.1%
11,142
+90
210
$1.66M 0.1%
29,624
+932
211
$1.66M 0.1%
44,296
+12,578
212
$1.65M 0.1%
53,501
-10,352
213
$1.56M 0.09%
25,980
+2,674
214
$1.56M 0.09%
45,942
-7,399
215
$1.54M 0.09%
80,092
-32,526
216
$1.54M 0.09%
45,673
+17,490
217
$1.54M 0.09%
36,666
+12,175
218
$1.53M 0.09%
73,368
+11,408
219
$1.52M 0.09%
13,664
-4,848
220
$1.51M 0.09%
11,897
+243
221
$1.49M 0.09%
7,224
-149
222
$1.49M 0.09%
8,643
+1,029
223
$1.48M 0.09%
28,068
+1,321
224
$1.48M 0.09%
6,368
+1,083
225
$1.48M 0.09%
66,185
+34,312
7 8
9
10 11