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
301
$1.16M 0.05%
9,996
+3,519
302
$1.16M 0.05%
16,485
-54
303
$1.12M 0.05%
4,891
-597
304
$1.1M 0.05%
13,702
-3,352
305
$1.08M 0.05%
5,351
+25
306
$1.07M 0.05%
+13,850
307
$1.07M 0.05%
12,778
+1,097
308
$1.06M 0.05%
3,845
+1,206
309
$1.05M 0.05%
19,417
+1,649
310
$1.04M 0.05%
15,226
+5,302
311
$1.01M 0.05%
4,877
-1,627
312
$998K 0.05%
21,418
-3,682
313
$997K 0.05%
30,648
-30,940
314
$996K 0.05%
40,889
+13,976
315
$990K 0.05%
5,300
-183
316
$981K 0.05%
19,733
+246
317
$962K 0.04%
23,342
-2,277
318
$958K 0.04%
21,596
-234
319
$956K 0.04%
4,194
-351
320
$953K 0.04%
4,304
+2,671
321
$933K 0.04%
14,252
+363
322
$926K 0.04%
4,536
-1,036
323
$916K 0.04%
7,199
+6,067
324
$906K 0.04%
39,985
+4,502
325
$888K 0.04%
4,618
-902
11 12
13
14 15