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
26
$15.3M 0.65%
93,312
+1,052
27
$15.3M 0.65%
97,485
+20,612
28
$15.1M 0.65%
131,222
+2,162
29
$14.7M 0.63%
196,209
-304
30
$14.2M 0.61%
63,850
-3,762
31
$14.2M 0.61%
24,606
-3,216
32
$14M 0.6%
39,120
+5,103
33
$13.8M 0.59%
106,353
+4,692
34
$13.4M 0.57%
124,151
+4,218
35
$12.8M 0.55%
32,802
+290
36
$12.2M 0.52%
129,582
-2,707
37
$12.2M 0.52%
30,407
-39
38
$12M 0.51%
110,296
+23,612
39
$11.7M 0.5%
123,436
+1,700
40
$11.5M 0.49%
211,601
-19,377
41
$11M 0.47%
19,211
-873
42
$10.6M 0.45%
19,698
-860
43
$10.6M 0.45%
104,372
+3,090
44
$10.5M 0.45%
194,863
-8,862
45
$10.4M 0.44%
340,838
+2,789
46
$10.2M 0.44%
37,716
-4,582
47
$10.1M 0.43%
69,698
-10,355
48
$9.72M 0.42%
225,927
-83,047
49
$9.68M 0.41%
187,785
+12,680
50
$9.44M 0.4%
15,520
-238
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