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
1126
$814 ﹤0.01%
3
1127
$807 ﹤0.01%
27
1128
$784 ﹤0.01%
9
1129
$784 ﹤0.01%
4
1130
$783 ﹤0.01%
17
1131
$781 ﹤0.01%
71
1132
$779 ﹤0.01%
14
1133
$755 ﹤0.01%
35
1134
$755 ﹤0.01%
10
1135
$754 ﹤0.01%
201
1136
$729 ﹤0.01%
65
1137
$724 ﹤0.01%
24
-15
1138
$721 ﹤0.01%
45
1139
$717 ﹤0.01%
34
1140
$689 ﹤0.01%
13
1141
$684 ﹤0.01%
28
1142
$668 ﹤0.01%
7
1143
$653 ﹤0.01%
3
1144
$651 ﹤0.01%
6
1145
$650 ﹤0.01%
33
1146
$634 ﹤0.01%
8
1147
$630 ﹤0.01%
9
-2,000
1148
$617 ﹤0.01%
6
1149
$610 ﹤0.01%
16
1150
$605 ﹤0.01%
+2
44 45
46
47 48