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
501
$234K 0.01%
709
+321
502
$234K 0.01%
2,162
+259
503
$233K 0.01%
9,014
+234
504
$232K 0.01%
774
-107
505
$230K 0.01%
502
-9
506
$229K 0.01%
9,018
-265
507
$227K 0.01%
684
+3
508
$224K 0.01%
1,269
+84
509
$224K 0.01%
1,848
+16
510
$223K 0.01%
1,092
-5,568
511
$221K 0.01%
7,066
+104
512
$218K 0.01%
130
-26
513
$216K 0.01%
6,357
-2
514
$215K 0.01%
1,271
+564
515
$213K 0.01%
759
516
$213K 0.01%
2,709
+121
517
$210K 0.01%
1,492
518
$210K 0.01%
2,295
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519
$209K 0.01%
1,176
+4
520
$208K 0.01%
7,015
+851
521
$206K 0.01%
2,582
+76
522
$206K 0.01%
6,159
+425
523
$206K 0.01%
15,474
+9,484
524
$205K 0.01%
1,659
+328
525
$204K 0.01%
73,735
19 20
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