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
576
$141K 0.01%
2,224
577
$141K 0.01%
3,198
+310
578
$140K 0.01%
890
+26
579
$140K 0.01%
2,979
+65
580
$139K 0.01%
1,473
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581
$139K 0.01%
4,548
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582
$138K 0.01%
359
+330
583
$138K 0.01%
100
+7
584
$138K 0.01%
19,624
-375
585
$136K 0.01%
6,545
-240
586
$135K 0.01%
1,628
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587
$134K 0.01%
1,124
588
$132K 0.01%
3,272
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589
$131K 0.01%
3,600
+100
590
$130K 0.01%
436
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591
$129K 0.01%
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592
$129K 0.01%
2,078
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593
$128K 0.01%
288
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594
$128K 0.01%
3,265
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595
$128K 0.01%
3,626
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596
$126K 0.01%
1,029
+3
597
$125K 0.01%
3,075
598
$125K 0.01%
+1,868
599
$125K 0.01%
418
-252
600
$125K 0.01%
2,714
22 23
24
25 26