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
451
$348K 0.01%
18,784
+17,888
452
$345K 0.01%
52,314
-3,499
453
$344K 0.01%
2,705
-88
454
$343K 0.01%
4,729
-285
455
$341K 0.01%
3,683
+387
456
$339K 0.01%
6,592
+1,836
457
$334K 0.01%
3,389
-15
458
$331K 0.01%
2,185
+82
459
$325K 0.01%
1,398
-1,232
460
$323K 0.01%
2,804
+1,009
461
$322K 0.01%
3,713
-4
462
$322K 0.01%
2,144
+1,953
463
$317K 0.01%
19,365
-6,765
464
$316K 0.01%
3,999
-75
465
$312K 0.01%
1,901
+97
466
$312K 0.01%
2,608
-259
467
$309K 0.01%
6,741
-95
468
$306K 0.01%
12,723
-509
469
$306K 0.01%
13,826
-929
470
$304K 0.01%
76,978
-2,194
471
$303K 0.01%
4,337
+102
472
$302K 0.01%
+4,831
473
$299K 0.01%
2,736
+107
474
$299K 0.01%
4,286
+430
475
$294K 0.01%
8,025
-454
17 18
19
20 21