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
876
$15K ﹤0.01%
+903
877
$15K ﹤0.01%
118
878
$15K ﹤0.01%
+807
879
$14.9K ﹤0.01%
145
+10
880
$14.7K ﹤0.01%
269
881
$14.6K ﹤0.01%
145
+1
882
$14.6K ﹤0.01%
112
+8
883
$14.4K ﹤0.01%
703
-207
884
$14.3K ﹤0.01%
270
-763
885
$14K ﹤0.01%
154
-12
886
$13.9K ﹤0.01%
110
-164
887
$13.8K ﹤0.01%
286
-55
888
$13.6K ﹤0.01%
393
-156
889
$13.5K ﹤0.01%
73
+24
890
$13.5K ﹤0.01%
183
891
$13.4K ﹤0.01%
444
+32
892
$13.4K ﹤0.01%
167
893
$13.2K ﹤0.01%
386
894
$13K ﹤0.01%
46
895
$12.7K ﹤0.01%
7
896
$12.7K ﹤0.01%
74
-18
897
$12.6K ﹤0.01%
97
898
$12.2K ﹤0.01%
77
-8
899
$12.1K ﹤0.01%
42
+2
900
$11.9K ﹤0.01%
195
34 35
36
37 38