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
151
$3.45M 0.15%
56,193
+2,413
152
$3.44M 0.15%
116,201
+33,355
153
$3.43M 0.15%
48,861
-1,289
154
$3.42M 0.15%
18,797
-216
155
$3.42M 0.15%
23,322
-306
156
$3.4M 0.15%
30,046
+16,956
157
$3.39M 0.14%
22,696
-216
158
$3.36M 0.14%
66,661
-5,192
159
$3.34M 0.14%
30,729
+7,285
160
$3.32M 0.14%
27,025
+374
161
$3.26M 0.14%
159,905
-8,256
162
$3.25M 0.14%
9,016
-1,969
163
$3.24M 0.14%
19,157
-983
164
$3.16M 0.14%
13,262
-126
165
$3.16M 0.14%
14,846
+4,312
166
$3.14M 0.13%
120,971
-700
167
$3.14M 0.13%
50,339
-1,326
168
$3.13M 0.13%
19,339
+770
169
$3.12M 0.13%
24,401
-2,175
170
$3.11M 0.13%
45,694
+7,148
171
$3.1M 0.13%
15,837
+1,002
172
$3.09M 0.13%
89,224
-36
173
$3.08M 0.13%
29,881
+664
174
$3.08M 0.13%
23,164
-5,392
175
$2.87M 0.12%
25,612
-2,001
5 6
7
8 9