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
551
$176K 0.01%
3,970
-167
552
$174K 0.01%
1,249
-43
553
$174K 0.01%
839
+22
554
$174K 0.01%
792
-21
555
$173K 0.01%
1,050
+510
556
$170K 0.01%
3,403
-181
557
$168K 0.01%
252
+1
558
$163K 0.01%
1,238
+207
559
$160K 0.01%
3,315
-1,266
560
$158K 0.01%
1,997
-2,851
561
$157K 0.01%
66
-14
562
$157K 0.01%
645
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563
$156K 0.01%
+6,771
564
$156K 0.01%
2,320
-64
565
$155K 0.01%
14,466
566
$155K 0.01%
11,311
+130
567
$152K 0.01%
2,749
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568
$152K 0.01%
386
-4
569
$150K 0.01%
2,528
+1,575
570
$149K 0.01%
729
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571
$149K 0.01%
1,690
572
$147K 0.01%
4,126
-449
573
$145K 0.01%
1,206
+154
574
$143K 0.01%
1,015
-34
575
$143K 0.01%
2,776
+1,722
21 22
23
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