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
251
$1.83M 0.08%
5,201
-334
252
$1.82M 0.08%
22,514
-2,686
253
$1.82M 0.08%
7,884
-12,131
254
$1.82M 0.08%
9,383
+88
255
$1.82M 0.08%
28,203
+3,037
256
$1.8M 0.08%
15,181
+888
257
$1.78M 0.08%
3,336
-1,497
258
$1.77M 0.08%
22,798
-1,584
259
$1.75M 0.07%
10,730
+253
260
$1.72M 0.07%
17,042
+928
261
$1.71M 0.07%
3,404
+108
262
$1.69M 0.07%
37,662
+4,758
263
$1.68M 0.07%
15,888
-1,232
264
$1.67M 0.07%
48,843
+911
265
$1.66M 0.07%
11,015
+294
266
$1.65M 0.07%
20,609
-149
267
$1.65M 0.07%
17,729
-425
268
$1.62M 0.07%
27,666
+810
269
$1.62M 0.07%
27,312
-1,414
270
$1.57M 0.07%
12,118
-334
271
$1.56M 0.07%
27,726
+523
272
$1.54M 0.07%
24,258
-52,158
273
$1.53M 0.07%
9,625
-195
274
$1.53M 0.07%
+26,199
275
$1.52M 0.06%
9,197
-2,168
9 10
11
12 13