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
176
$2.82M 0.12%
25,863
+73
177
$2.79M 0.12%
19,964
-383
178
$2.77M 0.12%
46,285
+746
179
$2.76M 0.12%
7,860
-213
180
$2.74M 0.12%
84,152
+567
181
$2.72M 0.12%
20,576
-199
182
$2.71M 0.12%
97,347
+1,344
183
$2.65M 0.11%
16,900
-194
184
$2.63M 0.11%
17,688
-550
185
$2.63M 0.11%
30,977
-256
186
$2.53M 0.11%
9,342
-309
187
$2.53M 0.11%
52,601
+880
188
$2.53M 0.11%
22,307
+2,542
189
$2.52M 0.11%
37,368
-2,646
190
$2.51M 0.11%
115,877
+3,072
191
$2.49M 0.11%
12,722
+6,717
192
$2.48M 0.11%
8,425
-92
193
$2.45M 0.1%
40,225
+1,347
194
$2.45M 0.1%
12,724
-144
195
$2.44M 0.1%
12,564
-3,677
196
$2.43M 0.1%
32,734
+4,806
197
$2.42M 0.1%
27,478
+2,014
198
$2.4M 0.1%
39,545
+172
199
$2.39M 0.1%
23,351
-1,682
200
$2.38M 0.1%
15,939
-1,225
6 7
8
9 10