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
326
$1.01M 0.04%
8,728
+6,174
327
$998K 0.04%
12,316
-24,432
328
$994K 0.04%
24,308
-4,810
329
$965K 0.04%
3,445
-735
330
$958K 0.04%
6,080
+3,187
331
$957K 0.04%
2,458
+847
332
$955K 0.04%
14,944
+8,701
333
$954K 0.04%
8,871
-252
334
$929K 0.04%
4,380
+662
335
$927K 0.04%
4,484
+128
336
$894K 0.04%
5,905
+196
337
$894K 0.04%
35,054
-6,248
338
$884K 0.04%
6,943
+168
339
$872K 0.04%
4,639
-578
340
$870K 0.04%
9,627
-2,092
341
$865K 0.04%
18,887
+7,111
342
$864K 0.04%
4,817
-273
343
$856K 0.04%
14,251
+895
344
$853K 0.04%
3,632
-172
345
$845K 0.04%
22,204
-4,899
346
$832K 0.04%
4,303
-307
347
$815K 0.03%
5,736
-159
348
$810K 0.03%
20,203
-214
349
$797K 0.03%
8,495
+177
350
$789K 0.03%
10,166
+376
12 13
14
15 16