TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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 +$5.95M
2 +$5.13M
3 +$3.49M
4
AAPL icon
Apple
AAPL
+$3.45M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.3M

Top Sells

1 +$5.63M
2 +$3.92M
3 +$3.68M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.15M
5
CHTR icon
Charter Communications
CHTR
+$2.76M

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
1026
$2.17K ﹤0.01%
399
-773
1027
$2.16K ﹤0.01%
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1028
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1029
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1030
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1031
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1032
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1033
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1034
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85
+42
1035
$2.02K ﹤0.01%
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-21
1036
$1.98K ﹤0.01%
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1037
$1.96K ﹤0.01%
134
1038
$1.96K ﹤0.01%
33
1039
$1.96K ﹤0.01%
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-142
1040
$1.93K ﹤0.01%
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1041
$1.92K ﹤0.01%
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1042
$1.89K ﹤0.01%
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1043
$1.87K ﹤0.01%
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-3
1044
$1.84K ﹤0.01%
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1045
$1.81K ﹤0.01%
+27
1046
$1.74K ﹤0.01%
27
1047
$1.71K ﹤0.01%
153
-4,903
1048
$1.66K ﹤0.01%
39
1049
$1.62K ﹤0.01%
22
1050
$1.57K ﹤0.01%
30