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
1176
$466 ﹤0.01%
6
1177
$466 ﹤0.01%
7
1178
$460 ﹤0.01%
11
1179
$443 ﹤0.01%
5
1180
$442 ﹤0.01%
3
1181
$428 ﹤0.01%
6
1182
$428 ﹤0.01%
5
1183
$418 ﹤0.01%
3
1184
$415 ﹤0.01%
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1185
$414 ﹤0.01%
5
1186
$408 ﹤0.01%
10
1187
$402 ﹤0.01%
7
1188
$401 ﹤0.01%
42
1189
$377 ﹤0.01%
6
1190
$377 ﹤0.01%
2
1191
$369 ﹤0.01%
11
-118
1192
$346 ﹤0.01%
36
1193
$336 ﹤0.01%
8
1194
$330 ﹤0.01%
75
+3
1195
$329 ﹤0.01%
+8
1196
$317 ﹤0.01%
5
-2
1197
$313 ﹤0.01%
8
1198
$302 ﹤0.01%
+1
1199
$297 ﹤0.01%
11
1200
$294 ﹤0.01%
10
46 47
48
49 50