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
851
$19.5K ﹤0.01%
2,588
-1,399
852
$19.1K ﹤0.01%
845
853
$18.8K ﹤0.01%
167
-182
854
$18.3K ﹤0.01%
208
+65
855
$18.3K ﹤0.01%
431
856
$18.2K ﹤0.01%
418
+304
857
$18.1K ﹤0.01%
157
858
$17.6K ﹤0.01%
233
+15
859
$17.5K ﹤0.01%
230
-47
860
$17.5K ﹤0.01%
162
-6
861
$17.2K ﹤0.01%
411
-145
862
$16.9K ﹤0.01%
206
+9
863
$16.9K ﹤0.01%
209
+56
864
$16.6K ﹤0.01%
11,144
-1,536
865
$16.6K ﹤0.01%
46
+3
866
$16.6K ﹤0.01%
278
+46
867
$16.6K ﹤0.01%
186
-77
868
$16.6K ﹤0.01%
80
+11
869
$16K ﹤0.01%
127
870
$15.8K ﹤0.01%
250
+14
871
$15.6K ﹤0.01%
142
-15
872
$15.5K ﹤0.01%
314
873
$15.3K ﹤0.01%
1,000
874
$15.1K ﹤0.01%
353
-81
875
$15.1K ﹤0.01%
448
-30
33 34
35
36 37