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
251
$1.77M 0.08%
28,871
+668
252
$1.76M 0.08%
7,317
-567
253
$1.76M 0.08%
66,441
+18,768
254
$1.76M 0.08%
3,628
+32
255
$1.76M 0.08%
61,767
-8,141
256
$1.72M 0.07%
10,491
-239
257
$1.72M 0.07%
6,503
+404
258
$1.72M 0.07%
13,971
-1,210
259
$1.7M 0.07%
16,928
+1,040
260
$1.69M 0.07%
47,894
-949
261
$1.69M 0.07%
8,799
-75
262
$1.68M 0.07%
16,451
-591
263
$1.67M 0.07%
16,870
+1,742
264
$1.67M 0.07%
2,240
+85
265
$1.67M 0.07%
20,382
-227
266
$1.66M 0.07%
23,334
-4,332
267
$1.65M 0.07%
23,573
-103
268
$1.63M 0.07%
11,281
+266
269
$1.62M 0.07%
29,696
+10,662
270
$1.62M 0.07%
8,275
+387
271
$1.61M 0.07%
44,064
-33,879
272
$1.6M 0.07%
54,614
-22,570
273
$1.56M 0.07%
4,193
-3,796
274
$1.56M 0.07%
12,161
+43
275
$1.55M 0.07%
29,134
+1,408
9 10
11
12 13