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
476
$292K 0.01%
13,290
-47
477
$292K 0.01%
6,084
+2,078
478
$288K 0.01%
9,988
+50
479
$286K 0.01%
1,690
-7
480
$285K 0.01%
2,769
+77
481
$283K 0.01%
1,008
-132
482
$281K 0.01%
5,130
-136
483
$278K 0.01%
5,826
-1,496
484
$273K 0.01%
20,023
+233
485
$271K 0.01%
2,151
+195
486
$270K 0.01%
1,141
+110
487
$266K 0.01%
15,920
-10
488
$266K 0.01%
337
+5
489
$263K 0.01%
2,422
+44
490
$259K 0.01%
1,342
-141
491
$259K 0.01%
4,865
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492
$253K 0.01%
3,677
493
$252K 0.01%
1,702
-790
494
$251K 0.01%
3,130
-1,189
495
$247K 0.01%
498
-20
496
$243K 0.01%
3,290
+310
497
$242K 0.01%
4,643
-4,779
498
$240K 0.01%
22,172
-56
499
$236K 0.01%
1,630
500
$235K 0.01%
3,590
-227
18 19
20
21 22