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
201
$2.36M 0.1%
17,851
+1,755
202
$2.35M 0.1%
10,475
+9,835
203
$2.35M 0.1%
15,730
+638
204
$2.34M 0.1%
488
+107
205
$2.32M 0.1%
33,472
-1,227
206
$2.31M 0.1%
19,275
-3,762
207
$2.31M 0.1%
23,711
-17,287
208
$2.31M 0.1%
47,833
+12,353
209
$2.28M 0.1%
20,240
+1,756
210
$2.27M 0.1%
26,396
+38
211
$2.26M 0.1%
21,186
-364
212
$2.24M 0.1%
20,574
+2,845
213
$2.24M 0.1%
21,971
-891
214
$2.22M 0.09%
48,738
-612
215
$2.21M 0.09%
11,054
+948
216
$2.21M 0.09%
13,679
-1,646
217
$2.21M 0.09%
13,053
-491
218
$2.2M 0.09%
14,002
+229
219
$2.17M 0.09%
101,944
+31,344
220
$2.15M 0.09%
11,831
-12,052
221
$2.14M 0.09%
8,935
+6
222
$2.13M 0.09%
35,012
+150
223
$2.11M 0.09%
6,210
+184
224
$2.09M 0.09%
42,118
+3,408
225
$2.08M 0.09%
16,615
+473
7 8
9
10 11