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
926
$8.09K ﹤0.01%
344
-27
927
$8.02K ﹤0.01%
90
+16
928
$7.91K ﹤0.01%
21
-9
929
$7.88K ﹤0.01%
66
930
$7.77K ﹤0.01%
70
+25
931
$7.46K ﹤0.01%
182
-126
932
$7.43K ﹤0.01%
329
933
$7.39K ﹤0.01%
102
-71
934
$6.98K ﹤0.01%
90
+17
935
$6.91K ﹤0.01%
40
936
$6.89K ﹤0.01%
109
+49
937
$6.85K ﹤0.01%
68
938
$6.69K ﹤0.01%
1,922
-571
939
$6.58K ﹤0.01%
21
940
$6.53K ﹤0.01%
191
+110
941
$6.47K ﹤0.01%
241
942
$6.31K ﹤0.01%
136
+3
943
$6.25K ﹤0.01%
112
944
$6.23K ﹤0.01%
33
945
$6.12K ﹤0.01%
516
946
$5.95K ﹤0.01%
238
947
$5.92K ﹤0.01%
62
948
$5.77K ﹤0.01%
305
-1,165
949
$5.72K ﹤0.01%
122
-30
950
$5.48K ﹤0.01%
63
+10
36 37
38
39 40