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
701
$64.8K ﹤0.01%
1,169
+69
702
$64.7K ﹤0.01%
354
703
$64.5K ﹤0.01%
717
-54
704
$64.4K ﹤0.01%
2,192
+1,325
705
$64.4K ﹤0.01%
1,236
+41
706
$63.1K ﹤0.01%
2,763
-203
707
$63.1K ﹤0.01%
1,046
708
$62.6K ﹤0.01%
529
-59
709
$62.4K ﹤0.01%
1,760
710
$62.3K ﹤0.01%
184
+7
711
$61.4K ﹤0.01%
198
+95
712
$60.8K ﹤0.01%
598
+9
713
$60.7K ﹤0.01%
1,147
-53
714
$60.7K ﹤0.01%
2,135
+74
715
$60.2K ﹤0.01%
505
+34
716
$60.1K ﹤0.01%
1,278
-13
717
$59.8K ﹤0.01%
572
-54
718
$59.8K ﹤0.01%
1,824
-49
719
$59.4K ﹤0.01%
1,281
+76
720
$59K ﹤0.01%
1,079
+41
721
$58.7K ﹤0.01%
307
-37
722
$58.3K ﹤0.01%
347
+16
723
$58.1K ﹤0.01%
96
-186
724
$58K ﹤0.01%
399
-16
725
$58K ﹤0.01%
424
+104
27 28
29
30 31