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
1151
$599 ﹤0.01%
7
1152
$592 ﹤0.01%
33
1153
$576 ﹤0.01%
30
1154
$568 ﹤0.01%
9
1155
$561 ﹤0.01%
5
1156
$557 ﹤0.01%
+14
1157
$544 ﹤0.01%
6
1158
$533 ﹤0.01%
62
1159
$529 ﹤0.01%
6
1160
$528 ﹤0.01%
+12
1161
$521 ﹤0.01%
7
1162
$520 ﹤0.01%
24
1163
$517 ﹤0.01%
50
1164
$516 ﹤0.01%
8
1165
$514 ﹤0.01%
20
1166
$508 ﹤0.01%
11
1167
$508 ﹤0.01%
40
1168
$506 ﹤0.01%
3
1169
$490 ﹤0.01%
+13
1170
$490 ﹤0.01%
15
1171
$485 ﹤0.01%
13
1172
$483 ﹤0.01%
14
1173
$479 ﹤0.01%
4
1174
$477 ﹤0.01%
5
1175
$474 ﹤0.01%
+8
45 46
47
48 49