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
1076
$1.23K ﹤0.01%
18
1077
$1.22K ﹤0.01%
75
1078
$1.21K ﹤0.01%
9
1079
$1.21K ﹤0.01%
4
1080
$1.18K ﹤0.01%
123
1081
$1.18K ﹤0.01%
59
-329
1082
$1.18K ﹤0.01%
43
1083
$1.16K ﹤0.01%
68
1084
$1.15K ﹤0.01%
27
1085
$1.14K ﹤0.01%
56
1086
$1.13K ﹤0.01%
10
1087
$1.12K ﹤0.01%
29
1088
$1.12K ﹤0.01%
28
1089
$1.12K ﹤0.01%
6
1090
$1.11K ﹤0.01%
28
1091
$1.1K ﹤0.01%
18
1092
$1.09K ﹤0.01%
3
1093
$1.08K ﹤0.01%
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1094
$1.08K ﹤0.01%
10
1095
$1.06K ﹤0.01%
12
1096
$1.05K ﹤0.01%
71
1097
$1.05K ﹤0.01%
7
1098
$1.05K ﹤0.01%
33
1099
$1.04K ﹤0.01%
21
1100
$1.03K ﹤0.01%
16
42 43
44
45 46