TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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
+$5.95M
2
+$5.13M
3
+$3.49M
4
AAPL icon
Apple
AAPL
+$3.45M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$3.3M

Top Sells

1
+$5.63M
2
+$3.92M
3
+$3.68M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$3.15M
5
CHTR icon
Charter Communications
CHTR
+$2.76M

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
1201
$264 ﹤0.01%
3
1202
$258 ﹤0.01%
12
1203
$253 ﹤0.01%
+13
1204
$243 ﹤0.01%
9
1205
$241 ﹤0.01%
13
1206
$240 ﹤0.01%
8
1207
$239 ﹤0.01%
2
1208
$41 ﹤0.01%
6
1209
$26 ﹤0.01%
+1
1210
– –
-960
1211
– –
-21
1212
– –
-12
1213
– –
-567
1214
– –
-50
1215
– –
-672
1216
– –
-82
1217
– –
-11
1218
– –
-1
1219
– –
-89
1220
– –
-78
1221
– –
-95
1222
– –
-137
1223
– –
-148
1224
– –
-47,194
1225
– –
-4,164
46 47 48
49
50