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
$2.14B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,218
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$9.18M
3
+$8.49M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.23M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.54M

Top Sells

1
+$11.5M
2
+$5.63M
3
+$3.1M
4
DOCU icon
DocuSign
DOCU
+$2.45M
5
OLED icon
Universal Display
OLED
+$2.04M

Sector Composition

1 Technology 10.75%
2 Financials 8.05%
3 Healthcare 7.32%
4 Communication Services 5.23%
5 Industrials 4.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.98M 0.09%
9,349
-6,983
227
$1.98M 0.09%
5,829
+610
228
$1.98M 0.09%
15,311
+1,619
229
$1.97M 0.09%
25,200
-1,290
230
$1.97M 0.09%
20,296
-593
231
$1.95M 0.09%
16,506
-4,618
232
$1.93M 0.09%
13,760
+367
233
$1.91M 0.09%
4,145
+442
234
$1.9M 0.09%
71,895
+7,384
235
$1.88M 0.09%
9,999
+168
236
$1.88M 0.09%
46,127
+4,549
237
$1.86M 0.09%
37,304
+1,366
238
$1.83M 0.09%
21,437
-1,419
239
$1.83M 0.09%
7,888
-463
240
$1.83M 0.09%
22,422
+8,157
241
$1.81M 0.08%
8,960
-107
242
$1.8M 0.08%
61,220
+12,022
243
$1.8M 0.08%
30,725
-5,239
244
$1.8M 0.08%
20,758
-273
245
$1.8M 0.08%
7,052
+125
246
$1.79M 0.08%
+38,211
247
$1.78M 0.08%
8,854
-1,179
248
$1.77M 0.08%
17,798
+698
249
$1.77M 0.08%
9,295
-793
250
$1.75M 0.08%
17,880
+3,112
8 9
10
11 12