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
1051
$1.53K ﹤0.01%
86
1052
$1.52K ﹤0.01%
29
1053
$1.48K ﹤0.01%
29
1054
$1.48K ﹤0.01%
146
1055
$1.47K ﹤0.01%
11
1056
$1.46K ﹤0.01%
84
1057
$1.45K ﹤0.01%
39
1058
$1.44K ﹤0.01%
15
1059
$1.43K ﹤0.01%
38
1060
$1.42K ﹤0.01%
46
1061
$1.42K ﹤0.01%
193
1062
$1.39K ﹤0.01%
120
1063
$1.39K ﹤0.01%
6
1064
$1.39K ﹤0.01%
14
1065
$1.37K ﹤0.01%
62
1066
$1.35K ﹤0.01%
172
1067
$1.33K ﹤0.01%
12
1068
$1.32K ﹤0.01%
53
1069
$1.3K ﹤0.01%
+51
1070
$1.29K ﹤0.01%
73
1071
$1.29K ﹤0.01%
19
1072
$1.28K ﹤0.01%
+11
1073
$1.27K ﹤0.01%
15
+11
1074
$1.26K ﹤0.01%
3
-10
1075
$1.23K ﹤0.01%
18
41 42
43
44 45