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
276
$1.52M 0.06%
6,099
+362
277
$1.51M 0.06%
15,128
+1,269
278
$1.5M 0.06%
6,272
-780
279
$1.5M 0.06%
56,788
+15,899
280
$1.49M 0.06%
16,712
+375
281
$1.48M 0.06%
7,888
-77
282
$1.47M 0.06%
7,137
-1,717
283
$1.46M 0.06%
7,242
+6,516
284
$1.42M 0.06%
70,600
-29,489
285
$1.41M 0.06%
6,845
-464
286
$1.41M 0.06%
17,468
+16
287
$1.41M 0.06%
8,120
+53
288
$1.4M 0.06%
23,541
+218
289
$1.39M 0.06%
2,155
+23
290
$1.39M 0.06%
23,142
+3,409
291
$1.38M 0.06%
30,113
+8,517
292
$1.37M 0.06%
5,292
+392
293
$1.37M 0.06%
6,660
+60
294
$1.37M 0.06%
11,670
+1,674
295
$1.36M 0.06%
13,090
+312
296
$1.35M 0.06%
20,866
+20,326
297
$1.34M 0.06%
3,596
-164
298
$1.34M 0.06%
17,487
+344
299
$1.31M 0.06%
6,549
+3,842
300
$1.31M 0.06%
5,856
+213
10 11
12
13 14