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
1101
$1.02K ﹤0.01%
19
1102
$1.02K ﹤0.01%
150
1103
$1.01K ﹤0.01%
14
1104
$1K ﹤0.01%
15
1105
$992 ﹤0.01%
47
-3
1106
$976 ﹤0.01%
24
1107
$976 ﹤0.01%
51
-3,938
1108
$975 ﹤0.01%
17
1109
$967 ﹤0.01%
90
1110
$962 ﹤0.01%
28
-32
1111
$960 ﹤0.01%
+10
1112
$958 ﹤0.01%
14
1113
$952 ﹤0.01%
19
1114
$947 ﹤0.01%
34
1115
$933 ﹤0.01%
25
1116
$923 ﹤0.01%
22
1117
$908 ﹤0.01%
46
1118
$889 ﹤0.01%
7
1119
$859 ﹤0.01%
22
-72
1120
$855 ﹤0.01%
12
1121
$854 ﹤0.01%
35
1122
$841 ﹤0.01%
13
1123
$832 ﹤0.01%
86
1124
$827 ﹤0.01%
8
1125
$820 ﹤0.01%
9
43 44
45
46 47