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
676
$74.6K ﹤0.01%
766
+13
677
$74.5K ﹤0.01%
2,977
+24
678
$74K ﹤0.01%
1,291
-11
679
$73.9K ﹤0.01%
1,927
+300
680
$73.5K ﹤0.01%
323
+200
681
$71.9K ﹤0.01%
16,288
+7,970
682
$70.8K ﹤0.01%
1,275
-12
683
$70.3K ﹤0.01%
652
+31
684
$69.8K ﹤0.01%
426
-273
685
$69.7K ﹤0.01%
652
-1
686
$69.6K ﹤0.01%
864
687
$69K ﹤0.01%
1,250
688
$68.8K ﹤0.01%
1,246
+70
689
$68.6K ﹤0.01%
1,187
+1,178
690
$68.4K ﹤0.01%
1,179
-57
691
$68.2K ﹤0.01%
526
+22
692
$68K ﹤0.01%
1,720
+121
693
$66.7K ﹤0.01%
2,439
+148
694
$66.4K ﹤0.01%
164
+6
695
$66.3K ﹤0.01%
316
+13
696
$66.1K ﹤0.01%
16,924
+427
697
$66K ﹤0.01%
1,158
+2
698
$65.3K ﹤0.01%
7,500
699
$65.2K ﹤0.01%
870
700
$65K ﹤0.01%
375
+18
26 27
28
29 30