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
1201
$276 ﹤0.01%
27
-9
1202
$276 ﹤0.01%
6
1203
$264 ﹤0.01%
3
1204
$258 ﹤0.01%
12
1205
$253 ﹤0.01%
+13
1206
$243 ﹤0.01%
9
1207
$241 ﹤0.01%
13
1208
$240 ﹤0.01%
8
1209
$239 ﹤0.01%
2
1210
$41 ﹤0.01%
6
1211
$26 ﹤0.01%
+1
1212
– –
-120
1213
– –
-21
1214
– –
-12
1215
– –
-567
1216
– –
-960
1217
– –
-50
1218
– –
-672
1219
– –
-82
1220
– –
-11
1221
– –
-1
1222
– –
-89
1223
– –
-78
1224
– –
-95
1225
– –
-137
46 47 48
49
50