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
51
$9.34M 0.4%
74,488
+1,286
52
$9.26M 0.4%
187,361
+6,421
53
$9.03M 0.39%
78,621
-15,632
54
$8.8M 0.38%
283,071
+2,663
55
$8.77M 0.37%
67,432
+946
56
$8.72M 0.37%
57,949
+105
57
$8.71M 0.37%
25,047
-339
58
$8.7M 0.37%
351,438
+44,970
59
$8.5M 0.36%
32,676
+605
60
$8.39M 0.36%
51,946
-1,865
61
$8.39M 0.36%
10,000
+451
62
$8.1M 0.35%
92,537
+11,463
63
$8.05M 0.34%
63,033
-5,423
64
$8.01M 0.34%
57,315
+2,205
65
$8.01M 0.34%
134,702
+18,272
66
$7.72M 0.33%
131,660
+9,118
67
$7.63M 0.33%
123,577
-2,818
68
$7.57M 0.32%
108,416
+1,116
69
$7.5M 0.32%
127,472
+5,939
70
$7.38M 0.32%
356,040
-94,840
71
$7.32M 0.31%
151,030
-8,910
72
$7.21M 0.31%
128,825
+2,574
73
$7.19M 0.31%
169,413
+650
74
$7.09M 0.3%
87,368
+20,603
75
$7.05M 0.3%
130,036
+12,396
1 2
3
4 5