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
251
$1.74M 0.08%
27,203
-966
252
$1.72M 0.08%
17,120
-2,682
253
$1.71M 0.08%
18,154
-479
254
$1.71M 0.08%
24,382
-1,071
255
$1.68M 0.08%
1,197
-64
256
$1.65M 0.08%
12,452
-184
257
$1.65M 0.08%
28,726
-4,016
258
$1.65M 0.08%
47,932
+6,612
259
$1.64M 0.08%
5,809
+484
260
$1.64M 0.08%
25,166
+137
261
$1.62M 0.08%
15,290
+7,038
262
$1.61M 0.08%
11,365
-312
263
$1.6M 0.07%
32,442
-1,866
264
$1.6M 0.07%
3,296
+483
265
$1.59M 0.07%
16,337
+1,895
266
$1.59M 0.07%
10,477
+2,638
267
$1.57M 0.07%
3,217
+77
268
$1.56M 0.07%
7,309
+581
269
$1.56M 0.07%
+32,904
270
$1.56M 0.07%
32,506
-7,293
271
$1.55M 0.07%
9,820
-749
272
$1.55M 0.07%
328
+324
273
$1.54M 0.07%
36,050
+43
274
$1.52M 0.07%
7,773
-496
275
$1.51M 0.07%
10,721
+10,150
9 10
11
12 13