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
1051
$1.57K ﹤0.01%
30
1052
$1.53K ﹤0.01%
86
1053
$1.52K ﹤0.01%
29
1054
$1.48K ﹤0.01%
29
1055
$1.48K ﹤0.01%
146
1056
$1.47K ﹤0.01%
11
1057
$1.46K ﹤0.01%
84
1058
$1.45K ﹤0.01%
39
1059
$1.44K ﹤0.01%
15
1060
$1.43K ﹤0.01%
38
1061
$1.42K ﹤0.01%
46
1062
$1.42K ﹤0.01%
193
1063
$1.39K ﹤0.01%
120
1064
$1.39K ﹤0.01%
6
1065
$1.39K ﹤0.01%
14
1066
$1.37K ﹤0.01%
62
1067
$1.35K ﹤0.01%
172
1068
$1.33K ﹤0.01%
12
1069
$1.32K ﹤0.01%
53
1070
$1.3K ﹤0.01%
+51
1071
$1.29K ﹤0.01%
73
1072
$1.29K ﹤0.01%
19
1073
$1.28K ﹤0.01%
+11
1074
$1.27K ﹤0.01%
15
+11
1075
$1.26K ﹤0.01%
3
-10
41 42
43
44 45