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
726
$57.9K ﹤0.01%
651
-39
727
$56.8K ﹤0.01%
139
+31
728
$52.8K ﹤0.01%
1,224
+12
729
$52.8K ﹤0.01%
676
+60
730
$52.6K ﹤0.01%
1,136
+66
731
$52.5K ﹤0.01%
314
+6
732
$52.3K ﹤0.01%
255
+9
733
$52.1K ﹤0.01%
434
+4
734
$52K ﹤0.01%
793
-19
735
$51.6K ﹤0.01%
880
-3
736
$50.9K ﹤0.01%
1,510
+94
737
$50.7K ﹤0.01%
1,072
-84
738
$50.5K ﹤0.01%
1,846
+39
739
$50.5K ﹤0.01%
601
+13
740
$50.3K ﹤0.01%
980
-400
741
$50.2K ﹤0.01%
236
+17
742
$49.1K ﹤0.01%
1,166
743
$48.9K ﹤0.01%
153
+8
744
$48.4K ﹤0.01%
120
-3,216
745
$48.2K ﹤0.01%
1,122
-23
746
$47.7K ﹤0.01%
1,784
747
$47.7K ﹤0.01%
3,122
748
$47.4K ﹤0.01%
707
+4
749
$47.2K ﹤0.01%
3,671
+144
750
$46.8K ﹤0.01%
780
-49
28 29
30
31 32