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
426
$418K 0.02%
10,098
+1,114
427
$418K 0.02%
7,640
+2,154
428
$418K 0.02%
4,935
-64
429
$418K 0.02%
11,417
+10,209
430
$416K 0.02%
1,457
-144
431
$407K 0.02%
6,086
-4,967
432
$404K 0.02%
3,845
-261
433
$400K 0.02%
4,064
+1,445
434
$394K 0.02%
4,095
+868
435
$393K 0.02%
2,037
-291
436
$389K 0.02%
16,056
-424
437
$388K 0.02%
6,998
-813
438
$384K 0.02%
6,147
-35
439
$377K 0.02%
4,813
+773
440
$370K 0.02%
5,499
+6
441
$369K 0.02%
4,584
+3,200
442
$368K 0.02%
2,234
-3
443
$366K 0.02%
1,461
-1,198
444
$361K 0.02%
2,781
+33
445
$361K 0.02%
19,111
-1,102
446
$357K 0.02%
7,584
-459
447
$355K 0.02%
10,292
-18
448
$352K 0.02%
2,562
+821
449
$351K 0.02%
4,997
-210
450
$351K 0.02%
35,134
16 17
18
19 20