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
276
$1.46M 0.07%
16,114
-1,275
277
$1.45M 0.07%
7,965
+2,650
278
$1.43M 0.07%
96,688
+96,621
279
$1.37M 0.06%
13,859
+6,620
280
$1.36M 0.06%
14,293
+3,034
281
$1.35M 0.06%
17,452
+4
282
$1.35M 0.06%
5,903
-2,877
283
$1.34M 0.06%
8,067
+25
284
$1.33M 0.06%
5,737
+1,498
285
$1.33M 0.06%
3,760
+379
286
$1.31M 0.06%
9,313
+5,184
287
$1.3M 0.06%
5,643
+1,861
288
$1.3M 0.06%
26,856
+2,204
289
$1.27M 0.06%
13,284
+517
290
$1.26M 0.06%
4,470
+126
291
$1.26M 0.06%
6,600
+490
292
$1.25M 0.06%
17,143
+140
293
$1.25M 0.06%
10,554
-9
294
$1.22M 0.06%
7,359
-1,125
295
$1.22M 0.06%
2,132
+447
296
$1.22M 0.06%
23,323
-395
297
$1.2M 0.06%
8,762
+8,650
298
$1.19M 0.06%
4,900
+555
299
$1.19M 0.06%
22,324
+1,364
300
$1.18M 0.06%
3,614
+651
10 11
12
13 14