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
376
$660K 0.03%
4,884
+856
377
$655K 0.03%
5,797
-1,034
378
$635K 0.03%
17,148
-4,757
379
$627K 0.03%
20,024
+750
380
$625K 0.03%
3,567
+8
381
$622K 0.03%
12,366
-1,124
382
$615K 0.03%
8,933
+534
383
$605K 0.03%
1,812
+81
384
$599K 0.03%
1,332
-70
385
$590K 0.03%
6,896
-394
386
$587K 0.03%
3,523
-155
387
$582K 0.02%
7,061
-528
388
$575K 0.02%
3,318
-463
389
$572K 0.02%
3,654
-30
390
$566K 0.02%
6,570
-771
391
$565K 0.02%
3,380
-352
392
$551K 0.02%
11,546
-37
393
$536K 0.02%
12,290
+2,686
394
$530K 0.02%
3,406
-1,191
395
$507K 0.02%
9,331
-616
396
$504K 0.02%
2,560
-46
397
$496K 0.02%
2,768
398
$490K 0.02%
1,019
+477
399
$490K 0.02%
5,399
-771
400
$488K 0.02%
4,291
+286
14 15
16
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