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
1026
$2.18K ﹤0.01%
57
1027
$2.17K ﹤0.01%
399
-773
1028
$2.16K ﹤0.01%
17
1029
$2.16K ﹤0.01%
23
1030
$2.15K ﹤0.01%
43
1031
$2.14K ﹤0.01%
36
1032
$2.1K ﹤0.01%
233
1033
$2.06K ﹤0.01%
16
1034
$2.04K ﹤0.01%
85
+42
1035
$2.04K ﹤0.01%
36
1036
$2.02K ﹤0.01%
37
-21
1037
$1.98K ﹤0.01%
137
1038
$1.96K ﹤0.01%
134
1039
$1.96K ﹤0.01%
33
1040
$1.96K ﹤0.01%
97
-95
1041
$1.93K ﹤0.01%
20
1042
$1.92K ﹤0.01%
29
1043
$1.89K ﹤0.01%
13
1044
$1.87K ﹤0.01%
9
-3
1045
$1.84K ﹤0.01%
14
1046
$1.81K ﹤0.01%
+27
1047
$1.74K ﹤0.01%
27
1048
$1.71K ﹤0.01%
153
-4,903
1049
$1.66K ﹤0.01%
39
1050
$1.62K ﹤0.01%
22
40 41
42
43 44