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
1176
$460 ﹤0.01%
11
1177
$443 ﹤0.01%
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1178
$442 ﹤0.01%
3
1179
$428 ﹤0.01%
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1181
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1187
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1190
$346 ﹤0.01%
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1191
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75
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+1
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$297 ﹤0.01%
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1198
$294 ﹤0.01%
10
1199
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-9
1200
$276 ﹤0.01%
6