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
751
$46.8K ﹤0.01%
2,164
+126
752
$46.5K ﹤0.01%
510
753
$46.5K ﹤0.01%
951
+63
754
$46.5K ﹤0.01%
219
755
$46.3K ﹤0.01%
346
-26
756
$46.1K ﹤0.01%
530
+17
757
$46K ﹤0.01%
3,392
-1,268
758
$45.2K ﹤0.01%
3,172
-139
759
$45.2K ﹤0.01%
472
-21,911
760
$44.8K ﹤0.01%
447
761
$44.5K ﹤0.01%
435
+362
762
$44.1K ﹤0.01%
1,652
+178
763
$43.7K ﹤0.01%
1,405
+60
764
$43.7K ﹤0.01%
1,033
+70
765
$43.6K ﹤0.01%
1,221
+18
766
$43.4K ﹤0.01%
293
767
$43.3K ﹤0.01%
776
-8
768
$42.9K ﹤0.01%
816
-69
769
$42.9K ﹤0.01%
590
+13
770
$42.8K ﹤0.01%
75
-65
771
$42.7K ﹤0.01%
277
-9
772
$42.4K ﹤0.01%
1,692
-357
773
$42.1K ﹤0.01%
460
-3,772
774
$42K ﹤0.01%
1,535
775
$41.1K ﹤0.01%
1,900
-195
29 30
31
32 33