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
651
$84.5K ﹤0.01%
84
652
$84.4K ﹤0.01%
1,288
653
$84K ﹤0.01%
507
-29
654
$83.9K ﹤0.01%
695
+682
655
$83.5K ﹤0.01%
359
-22
656
$82.8K ﹤0.01%
2,328
+295
657
$81.8K ﹤0.01%
2,481
658
$81.4K ﹤0.01%
130
+4
659
$81.3K ﹤0.01%
76
+11
660
$80.4K ﹤0.01%
252
+146
661
$80.3K ﹤0.01%
844
-32
662
$80.3K ﹤0.01%
1,375
-245
663
$80.3K ﹤0.01%
973
+11
664
$80.1K ﹤0.01%
579
665
$78.7K ﹤0.01%
921
+184
666
$78.4K ﹤0.01%
2,137
667
$77.8K ﹤0.01%
3,790
+1,122
668
$76.9K ﹤0.01%
253
+9
669
$76.7K ﹤0.01%
1,000
+66
670
$75.6K ﹤0.01%
1,865
+20
671
$75.4K ﹤0.01%
2,548
-104
672
$75.1K ﹤0.01%
343
-23
673
$75.1K ﹤0.01%
1,065
-35
674
$75K ﹤0.01%
1,091
-26
675
$74.7K ﹤0.01%
1,441
+34
25 26
27
28 29