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
126
$4.14M 0.18%
33,360
-590
127
$4.02M 0.17%
28,133
+2,792
128
$3.99M 0.17%
71,772
-15,432
129
$3.86M 0.17%
12,080
-1,621
130
$3.86M 0.17%
11,552
-946
131
$3.84M 0.16%
17,558
+1,538
132
$3.83M 0.16%
248,023
+4,147
133
$3.83M 0.16%
42,924
+7,307
134
$3.82M 0.16%
31,370
+16,899
135
$3.8M 0.16%
71,131
-407
136
$3.79M 0.16%
17,870
+192
137
$3.78M 0.16%
18,960
+235
138
$3.74M 0.16%
68,145
-3,327
139
$3.71M 0.16%
24,481
-778
140
$3.68M 0.16%
5,064
-3,641
141
$3.67M 0.16%
237,171
+3,310
142
$3.65M 0.16%
8,401
-71
143
$3.6M 0.15%
14,195
-493
144
$3.6M 0.15%
53,074
-3,332
145
$3.59M 0.15%
50,566
-280
146
$3.57M 0.15%
13,443
-153
147
$3.54M 0.15%
30,009
-10,061
148
$3.52M 0.15%
14,658
-2,668
149
$3.51M 0.15%
24,009
+313
150
$3.47M 0.15%
14,341
-387
4 5
6
7 8