TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.07B
1-Year Est. Return 14.25%
This Quarter Est. Return
1 Year Est. Return
+14.25%
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
1
$166M 9.68%
537,682
+19,880
2
$110M 6.41%
1,267,880
+38,269
3
$47.4M 2.77%
232,700
+12,858
4
$31.5M 1.84%
268,888
+70,591
5
$29.7M 1.73%
572,052
-32,844
6
$27.9M 1.63%
305,603
-46,723
7
$25.4M 1.48%
125,703
-1,545
8
$23.7M 1.39%
176,545
+8,743
9
$23.1M 1.35%
167,340
+38,140
10
$19.6M 1.14%
236,962
-17,204
11
$19.4M 1.13%
319,133
-5,218
12
$17.7M 1.03%
371,642
+62,356
13
$16.6M 0.97%
199,328
+13,795
14
$16.1M 0.94%
226,520
+53,940
15
$15.9M 0.93%
56,006
-7,201
16
$15.6M 0.91%
108,673
+15,037
17
$15.4M 0.9%
225,087
+9,044
18
$14.9M 0.87%
150,016
-7,280
19
$14.7M 0.86%
124,498
+2,543
20
$14.5M 0.85%
75,201
+13,608
21
$14.3M 0.83%
156,460
+2,628
22
$13.7M 0.8%
71,564
+6,121
23
$13.1M 0.76%
107,128
+194
24
$13M 0.76%
236,035
-19,024
25
$13M 0.76%
136,181
-3,307
1
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