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
976
$3.75K ﹤0.01%
130
977
$3.75K ﹤0.01%
88
978
$3.7K ﹤0.01%
+67
979
$3.65K ﹤0.01%
515
-139
980
$3.63K ﹤0.01%
27
+8
981
$3.63K ﹤0.01%
84
982
$3.62K ﹤0.01%
86
983
$3.58K ﹤0.01%
18
984
$3.51K ﹤0.01%
38
+17
985
$3.42K ﹤0.01%
67
986
$3.35K ﹤0.01%
175
+74
987
$3.34K ﹤0.01%
249
988
$3.24K ﹤0.01%
140
989
$3.23K ﹤0.01%
131
+24
990
$3.21K ﹤0.01%
39
991
$3.19K ﹤0.01%
+69
992
$3.17K ﹤0.01%
169
993
$3.17K ﹤0.01%
62
994
$3.15K ﹤0.01%
14
-3
995
$3.15K ﹤0.01%
180
-20
996
$3.09K ﹤0.01%
40
-8
997
$2.99K ﹤0.01%
17
+5
998
$2.96K ﹤0.01%
140
999
$2.94K ﹤0.01%
26
1000
$2.93K ﹤0.01%
11
38 39
40
41 42