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
1101
$1.01K ﹤0.01%
14
1102
$1K ﹤0.01%
15
1103
$992 ﹤0.01%
47
-3
1104
$976 ﹤0.01%
24
1105
$976 ﹤0.01%
51
-3,938
1106
$975 ﹤0.01%
17
1107
$967 ﹤0.01%
90
1108
$962 ﹤0.01%
28
-32
1109
$960 ﹤0.01%
+10
1110
$958 ﹤0.01%
14
1111
$952 ﹤0.01%
19
1112
$947 ﹤0.01%
34
1113
$933 ﹤0.01%
25
1114
$923 ﹤0.01%
22
1115
$908 ﹤0.01%
46
1116
$889 ﹤0.01%
7
1117
$859 ﹤0.01%
22
-72
1118
$855 ﹤0.01%
12
1119
$854 ﹤0.01%
35
1120
$841 ﹤0.01%
13
1121
$832 ﹤0.01%
86
1122
$827 ﹤0.01%
8
1123
$820 ﹤0.01%
9
1124
$814 ﹤0.01%
3
1125
$807 ﹤0.01%
27
43 44
45
46 47