TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.07B
1-Year Est. Return 14.25%
This Quarter Est. Return
1 Year Est. Return
+14.25%
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
1
$220M 9.42%
513,399
+13,499
2
$77.1M 3.3%
935,957
+42,189
3
$74.4M 3.18%
864,103
-29,270
4
$57.8M 2.47%
376,451
-24,617
5
$53.7M 2.3%
190,486
-19,361
6
$44.7M 1.91%
604,335
-21,742
7
$37.2M 1.59%
279,815
+11,305
8
$37M 1.58%
314,769
+14,921
9
$35.6M 1.52%
122,856
-2,479
10
$31.4M 1.34%
190,940
+11,820
11
$31.2M 1.33%
380,738
+36,823
12
$30.7M 1.31%
112,016
+18,138
13
$27.8M 1.19%
354,629
+20,948
14
$25.1M 1.07%
187,800
-17,920
15
$24M 1.03%
109,773
-2,530
16
$23.6M 1.01%
174,289
+12,757
17
$22.2M 0.95%
364,716
+17,925
18
$20.7M 0.89%
146,303
+23,431
19
$19.5M 0.83%
49,367
-2,875
20
$18.9M 0.81%
103,398
+2,118
21
$17.8M 0.76%
52,341
-580
22
$16.7M 0.71%
38,747
+1,142
23
$16.2M 0.69%
190,101
+17,434
24
$16.2M 0.69%
307,720
+37,115
25
$16.1M 0.69%
120,540
-1,440
1
2 3 4 5