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
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,242
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$3.28M
3
+$3.19M
4
V icon
Visa
V
+$3.16M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.02M

Top Sells

1
+$3.41M
2
+$3.3M
3
+$2.96M
4
MCD icon
McDonald's
MCD
+$2.8M
5
MO icon
Altria Group
MO
+$2.78M

Sector Composition

1 Technology 10.82%
2 Financials 7.85%
3 Healthcare 7.29%
4 Communication Services 5.12%
5 Industrials 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.11M 0.09%
15,092
-219
227
$2.1M 0.09%
34,717
-7,778
228
$2.09M 0.09%
3,315
+98
229
$2.09M 0.09%
6,026
+197
230
$2.08M 0.09%
34,862
-2,946
231
$2.08M 0.09%
68,252
-415
232
$2.05M 0.09%
14,471
+5,158
233
$2.03M 0.09%
23,676
+1,254
234
$2.02M 0.09%
13,519
-372
235
$2.02M 0.09%
13,682
-78
236
$2.02M 0.09%
16,823
+317
237
$2.01M 0.09%
10,287
-1,930
238
$2M 0.09%
72,739
+844
239
$1.98M 0.08%
18,484
+604
240
$1.98M 0.08%
4,174
+29
241
$1.95M 0.08%
5,424
-385
242
$1.95M 0.08%
9,799
-200
243
$1.93M 0.08%
27,928
-82
244
$1.93M 0.08%
8,874
+986
245
$1.93M 0.08%
38,710
+1,406
246
$1.93M 0.08%
16,142
+852
247
$1.92M 0.08%
30,672
-53
248
$1.89M 0.08%
381
+53
249
$1.87M 0.08%
35,480
+3,038
250
$1.86M 0.08%
1,249
+52
8 9
10
11 12