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
76
$7.04M 0.3%
65,066
-4,405
77
$7.01M 0.3%
150,858
+3,012
78
$6.99M 0.3%
78,103
+1,332
79
$6.84M 0.29%
147,384
+19,378
80
$6.47M 0.28%
19,714
+581
81
$6.46M 0.28%
123,085
+2,274
82
$6.36M 0.27%
85,704
+2,629
83
$6.35M 0.27%
23,282
+4,846
84
$6.3M 0.27%
178,692
+15,258
85
$6.14M 0.26%
62,949
+1,044
86
$5.85M 0.25%
102,710
-12,110
87
$5.78M 0.25%
34,494
+8,199
88
$5.73M 0.24%
78,655
-2,547
89
$5.68M 0.24%
9,127
-468
90
$5.61M 0.24%
59,592
+3,737
91
$5.61M 0.24%
16,253
+594
92
$5.46M 0.23%
24,585
-13,810
93
$5.35M 0.23%
41,527
-4,388
94
$5.33M 0.23%
18,702
+51
95
$5.31M 0.23%
32,326
-817
96
$5.31M 0.23%
12,860
+6
97
$5.24M 0.22%
104,814
+5,884
98
$5.16M 0.22%
22,567
+3,665
99
$5.15M 0.22%
70,560
+10,759
100
$5.14M 0.22%
102,583
+1,899
2 3
4
5 6