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
951
$5.45K ﹤0.01%
452
+182
952
$5.13K ﹤0.01%
117
953
$4.94K ﹤0.01%
170
954
$4.92K ﹤0.01%
37
955
$4.86K ﹤0.01%
41
956
$4.85K ﹤0.01%
83
957
$4.84K ﹤0.01%
43
-4
958
$4.83K ﹤0.01%
32
959
$4.77K ﹤0.01%
10
+3
960
$4.73K ﹤0.01%
251
961
$4.67K ﹤0.01%
49
+11
962
$4.66K ﹤0.01%
375
963
$4.6K ﹤0.01%
167
-83
964
$4.57K ﹤0.01%
+32
965
$4.44K ﹤0.01%
56
966
$4.41K ﹤0.01%
88
967
$4.22K ﹤0.01%
28
968
$4.2K ﹤0.01%
37
969
$4.2K ﹤0.01%
208
+40
970
$4.1K ﹤0.01%
83
971
$4.02K ﹤0.01%
86
972
$3.98K ﹤0.01%
45
+6
973
$3.98K ﹤0.01%
315
-109
974
$3.91K ﹤0.01%
40
975
$3.77K ﹤0.01%
49
37 38
39
40 41