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
901
$11.7K ﹤0.01%
44
+12
902
$11.6K ﹤0.01%
298
903
$11.5K ﹤0.01%
109
904
$11.5K ﹤0.01%
+182
905
$11.4K ﹤0.01%
306
-27
906
$11.2K ﹤0.01%
394
907
$11.1K ﹤0.01%
131
+33
908
$11K ﹤0.01%
432
909
$11K ﹤0.01%
483
-4
910
$10.9K ﹤0.01%
830
-53
911
$10.8K ﹤0.01%
148
912
$10.7K ﹤0.01%
+42
913
$10.5K ﹤0.01%
85
914
$10.2K ﹤0.01%
148
-30
915
$9.94K ﹤0.01%
35
+15
916
$9.94K ﹤0.01%
50
917
$9.88K ﹤0.01%
164
918
$9.88K ﹤0.01%
71
+48
919
$9.82K ﹤0.01%
+478
920
$9.81K ﹤0.01%
150
-679
921
$9.61K ﹤0.01%
219
+89
922
$8.76K ﹤0.01%
115
923
$8.71K ﹤0.01%
118
924
$8.49K ﹤0.01%
47
925
$8.11K ﹤0.01%
349
-7
35 36
37
38 39