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
801
$31.7K ﹤0.01%
344
802
$31.5K ﹤0.01%
225
803
$31.4K ﹤0.01%
88
+8
804
$30.5K ﹤0.01%
1,472
+362
805
$30.5K ﹤0.01%
1,506
-73
806
$30K ﹤0.01%
772
-277
807
$29.7K ﹤0.01%
1,821
+127
808
$29.7K ﹤0.01%
188
809
$28.8K ﹤0.01%
20
+11
810
$28.5K ﹤0.01%
114
811
$28K ﹤0.01%
366
+14
812
$27.8K ﹤0.01%
396
+28
813
$27.8K ﹤0.01%
599
-71
814
$27.7K ﹤0.01%
2,840
+1,351
815
$27.6K ﹤0.01%
2,551
+150
816
$27.5K ﹤0.01%
135
+3
817
$27.4K ﹤0.01%
509
-35
818
$26.4K ﹤0.01%
67
819
$26.4K ﹤0.01%
218
+1
820
$26.3K ﹤0.01%
431
-1,412
821
$26.3K ﹤0.01%
971
+82
822
$26.3K ﹤0.01%
230
+7
823
$25.7K ﹤0.01%
172
-2
824
$25.7K ﹤0.01%
399
+27
825
$25.2K ﹤0.01%
379
31 32
33
34 35