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
401
$488K 0.02%
13,364
-646
402
$486K 0.02%
41,937
-535
403
$481K 0.02%
3,334
-1,253
404
$481K 0.02%
17,896
405
$481K 0.02%
645
-199
406
$475K 0.02%
5,291
-448
407
$473K 0.02%
21,378
+8,333
408
$472K 0.02%
12,904
+4,714
409
$470K 0.02%
15,798
+8,760
410
$470K 0.02%
1,680
-11
411
$466K 0.02%
18,413
+340
412
$465K 0.02%
7,474
-649
413
$458K 0.02%
6,662
+63
414
$455K 0.02%
10,155
-240
415
$455K 0.02%
4,569
-36
416
$450K 0.02%
6,291
+1,256
417
$450K 0.02%
1,316
-1,115
418
$448K 0.02%
3,005
+597
419
$446K 0.02%
9,311
-67
420
$446K 0.02%
10,472
-2,953
421
$438K 0.02%
7,820
+149
422
$438K 0.02%
11,953
-1,654
423
$437K 0.02%
1,028
-112
424
$431K 0.02%
12,438
-91
425
$425K 0.02%
24,784
+924
15 16
17
18 19