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
101
$5.1M 0.22%
64,972
+3,325
102
$4.96M 0.21%
48,769
+4,926
103
$4.93M 0.21%
65,267
-4,445
104
$4.9M 0.21%
123,091
+2,259
105
$4.85M 0.21%
42,284
-894
106
$4.84M 0.21%
78,064
+1,581
107
$4.8M 0.21%
33,777
+189
108
$4.8M 0.21%
77,760
+10,747
109
$4.79M 0.2%
9,297
+80
110
$4.79M 0.2%
23,910
+77
111
$4.7M 0.2%
17,946
+1,972
112
$4.64M 0.2%
31,977
-7,189
113
$4.64M 0.2%
19,612
-1,006
114
$4.61M 0.2%
91,336
+5,567
115
$4.46M 0.19%
39,752
-2,011
116
$4.43M 0.19%
51,511
+1,898
117
$4.39M 0.19%
101,072
+20,383
118
$4.38M 0.19%
25,286
+696
119
$4.38M 0.19%
71,790
-1,750
120
$4.36M 0.19%
100,354
+1,129
121
$4.35M 0.19%
15,550
-689
122
$4.33M 0.19%
55,389
-1,144
123
$4.23M 0.18%
38,325
-195
124
$4.17M 0.18%
63,230
-1,597
125
$4.15M 0.18%
58,513
+3,038
3 4
5
6 7