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
1076
$1.22K ﹤0.01%
75
1077
$1.21K ﹤0.01%
9
1078
$1.21K ﹤0.01%
4
1079
$1.18K ﹤0.01%
123
1080
$1.18K ﹤0.01%
59
-329
1081
$1.18K ﹤0.01%
43
1082
$1.15K ﹤0.01%
27
1083
$1.14K ﹤0.01%
56
1084
$1.13K ﹤0.01%
10
1085
$1.12K ﹤0.01%
29
1086
$1.12K ﹤0.01%
28
1087
$1.12K ﹤0.01%
6
1088
$1.11K ﹤0.01%
28
1089
$1.1K ﹤0.01%
18
1090
$1.09K ﹤0.01%
3
1091
$1.08K ﹤0.01%
46
1092
$1.08K ﹤0.01%
10
1093
$1.06K ﹤0.01%
12
1094
$1.05K ﹤0.01%
71
1095
$1.05K ﹤0.01%
7
1096
$1.05K ﹤0.01%
33
1097
$1.04K ﹤0.01%
21
1098
$1.03K ﹤0.01%
16
1099
$1.02K ﹤0.01%
19
1100
$1.02K ﹤0.01%
150
42 43
44
45 46