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
526
$203K 0.01%
1,994
+1,225
527
$203K 0.01%
920
+13
528
$201K 0.01%
1,408
-78
529
$201K 0.01%
2,911
+674
530
$200K 0.01%
1,721
-177
531
$200K 0.01%
4,498
+6
532
$199K 0.01%
831
+23
533
$196K 0.01%
2,808
534
$195K 0.01%
3,849
+3,180
535
$195K 0.01%
730
-28
536
$194K 0.01%
18,777
-1,629
537
$190K 0.01%
2,439
+1,442
538
$188K 0.01%
2,354
+136
539
$187K 0.01%
1,083
-1,427
540
$186K 0.01%
2,697
-138
541
$186K 0.01%
1,370
-40
542
$184K 0.01%
467
-18
543
$184K 0.01%
5,213
-399
544
$184K 0.01%
2,202
+1,372
545
$183K 0.01%
2,219
+55
546
$182K 0.01%
1,184
+184
547
$181K 0.01%
867
+15
548
$180K 0.01%
1,197
-21
549
$180K 0.01%
3,482
+37
550
$177K 0.01%
2,264
+42
20 21
22
23 24