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
601
$124K 0.01%
2,367
-231
602
$124K 0.01%
1,758
+53
603
$121K 0.01%
5,011
-271
604
$119K 0.01%
1,527
605
$119K 0.01%
1,469
-2,542
606
$119K 0.01%
3,650
-160
607
$118K 0.01%
1,690
+48
608
$118K 0.01%
3,513
+6
609
$118K 0.01%
3,203
+89
610
$118K 0.01%
3,500
+581
611
$115K ﹤0.01%
3,845
+2,370
612
$115K ﹤0.01%
1,908
+294
613
$114K ﹤0.01%
650
614
$112K ﹤0.01%
1,064
+40
615
$112K ﹤0.01%
4,528
-63
616
$112K ﹤0.01%
11,466
+11,428
617
$111K ﹤0.01%
30,736
+308
618
$111K ﹤0.01%
313
+10
619
$111K ﹤0.01%
2,031
-92
620
$111K ﹤0.01%
2,548
621
$110K ﹤0.01%
1,793
-15,675
622
$109K ﹤0.01%
1,345
+489
623
$108K ﹤0.01%
7,619
+796
624
$108K ﹤0.01%
1,803
+167
625
$108K ﹤0.01%
2,032
+205
23 24
25
26 27