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
276
$1.53M 0.07%
+8,277
277
$1.53M 0.07%
17,528
-5,270
278
$1.52M 0.07%
69,525
-3,214
279
$1.52M 0.07%
29,222
+6,820
280
$1.52M 0.06%
25,156
-1,043
281
$1.49M 0.06%
4,442
-759
282
$1.47M 0.06%
24,474
+1,332
283
$1.46M 0.06%
67,872
-48,992
284
$1.45M 0.06%
24,967
-5,705
285
$1.44M 0.06%
6,898
+53
286
$1.43M 0.06%
26,801
+3,357
287
$1.42M 0.06%
26,982
-330
288
$1.42M 0.06%
21,873
+1,472
289
$1.41M 0.06%
17,267
-7,743
290
$1.39M 0.06%
8,125
+5
291
$1.38M 0.06%
5,568
-4,719
292
$1.37M 0.06%
23,137
+10,187
293
$1.36M 0.06%
10,574
+2,731
294
$1.36M 0.06%
11,695
+25
295
$1.34M 0.06%
6,718
+169
296
$1.34M 0.06%
5,084
-208
297
$1.32M 0.06%
3,323
-81
298
$1.32M 0.06%
6,328
+472
299
$1.31M 0.06%
17,426
-61
300
$1.31M 0.06%
11,397
+1,133
10 11
12
13 14