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
776
$40.7K ﹤0.01%
1,144
-39
777
$40.6K ﹤0.01%
363
-35
778
$39.9K ﹤0.01%
1,794
+1,707
779
$39.9K ﹤0.01%
595
-263
780
$39.8K ﹤0.01%
198
-4
781
$39K ﹤0.01%
1,312
-354
782
$38.9K ﹤0.01%
848
-81
783
$38.9K ﹤0.01%
1,894
-274
784
$38.8K ﹤0.01%
379
-2
785
$38.5K ﹤0.01%
531
-51
786
$37.9K ﹤0.01%
171
+18
787
$37.5K ﹤0.01%
13,211
-3,468
788
$35.2K ﹤0.01%
489
+359
789
$34.8K ﹤0.01%
732
+288
790
$34.8K ﹤0.01%
540
-35
791
$33.5K ﹤0.01%
118
792
$33.4K ﹤0.01%
179
+18
793
$33.4K ﹤0.01%
215
794
$33.4K ﹤0.01%
287
795
$32.8K ﹤0.01%
862
-332
796
$32.4K ﹤0.01%
236
+1
797
$32.1K ﹤0.01%
398
+6
798
$32.1K ﹤0.01%
2,215
799
$32.1K ﹤0.01%
2,038
800
$31.8K ﹤0.01%
2,000
30 31
32
33 34