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
1001
$2.92K ﹤0.01%
69
+41
1002
$2.85K ﹤0.01%
12
1003
$2.85K ﹤0.01%
71
1004
$2.84K ﹤0.01%
32
1005
$2.84K ﹤0.01%
120
1006
$2.8K ﹤0.01%
36
1007
$2.8K ﹤0.01%
105
1008
$2.78K ﹤0.01%
78
-11
1009
$2.78K ﹤0.01%
76
1010
$2.75K ﹤0.01%
105
-16
1011
$2.62K ﹤0.01%
20
1012
$2.54K ﹤0.01%
45
1013
$2.5K ﹤0.01%
51
-901
1014
$2.5K ﹤0.01%
35
1015
$2.49K ﹤0.01%
77
1016
$2.46K ﹤0.01%
9
1017
$2.46K ﹤0.01%
10
1018
$2.37K ﹤0.01%
39
-15
1019
$2.35K ﹤0.01%
61
1020
$2.34K ﹤0.01%
74
1021
$2.33K ﹤0.01%
148
+16
1022
$2.33K ﹤0.01%
14
1023
$2.28K ﹤0.01%
19
1024
$2.25K ﹤0.01%
48
1025
$2.19K ﹤0.01%
53
39 40
41
42 43