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
$2.34B
AUM Growth
-$2.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,246
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$4.97M
3
+$3.48M
4
AAPL icon
Apple
AAPL
+$3.32M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.23M

Top Sells

1
+$5.46M
2
+$3.78M
3
+$3.57M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.07M
5
CHTR icon
Charter Communications
CHTR
+$2.65M

Sector Composition

1 Technology 10.5%
2 Financials 8.03%
3 Healthcare 7.29%
4 Communication Services 4.99%
5 Industrials 4.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.07M 0.09%
13,628
-54
227
$2.06M 0.09%
11,355
+4,113
228
$2.06M 0.09%
4,849
-575
229
$2.06M 0.09%
7,001
-861
230
$2.05M 0.09%
13,488
-31
231
$2.04M 0.09%
14,666
-157
232
$2.04M 0.09%
130,804
-2,128
233
$2.04M 0.09%
46,709
+16,596
234
$2.01M 0.09%
9,558
+5,449
235
$2.01M 0.09%
32,540
-2,177
236
$1.99M 0.09%
40,413
-37,530
237
$1.98M 0.08%
9,914
+115
238
$1.98M 0.08%
31,531
+10,665
239
$1.98M 0.08%
66,797
-1,455
240
$1.97M 0.08%
6,178
-3,897
241
$1.93M 0.08%
1,136
-113
242
$1.92M 0.08%
60,207
-1,507
243
$1.9M 0.08%
3,061
-254
244
$1.89M 0.08%
42,979
+5,317
245
$1.88M 0.08%
7,825
-2,090
246
$1.84M 0.08%
16,224
-488
247
$1.83M 0.08%
9,015
-368
248
$1.81M 0.08%
16,184
-639
249
$1.8M 0.08%
3,860
-314
250
$1.79M 0.08%
22,655
+141
8 9
10
11 12