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
301
$1.29M 0.06%
47,210
-9,578
302
$1.26M 0.05%
7,471
+388
303
$1.24M 0.05%
22,339
-1,202
304
$1.2M 0.05%
3,186
-241
305
$1.2M 0.05%
20,918
-3,340
306
$1.19M 0.05%
6,862
-2,763
307
$1.19M 0.05%
100,525
-1,636
308
$1.19M 0.05%
5,704
+436
309
$1.17M 0.05%
47,499
-5,009
310
$1.16M 0.05%
13,878
+20
311
$1.15M 0.05%
5,765
-937
312
$1.15M 0.05%
2,669
+191
313
$1.14M 0.05%
13,902
-1,331
314
$1.14M 0.05%
4,921
-158
315
$1.13M 0.05%
14,050
+6,566
316
$1.12M 0.05%
5,707
-1,430
317
$1.12M 0.05%
4,320
+735
318
$1.11M 0.05%
4,342
-23
319
$1.11M 0.05%
6,629
-2,568
320
$1.08M 0.05%
13,277
+944
321
$1.08M 0.05%
48,855
-4,185
322
$1.05M 0.04%
8,767
-739
323
$1.02M 0.04%
+13,500
324
$1.02M 0.04%
4,112
-1,074
325
$1.02M 0.04%
15,817
-514
11 12
13
14 15