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
301
$1.3M 0.06%
3,427
-187
302
$1.29M 0.06%
52,508
+12,523
303
$1.28M 0.05%
5,186
+295
304
$1.28M 0.05%
6,702
-1,071
305
$1.27M 0.05%
102,161
+5,473
306
$1.27M 0.05%
+47,673
307
$1.26M 0.05%
4,365
-105
308
$1.25M 0.05%
15,233
+7
309
$1.24M 0.05%
20,401
+984
310
$1.23M 0.05%
23,444
+1,120
311
$1.23M 0.05%
7,083
-276
312
$1.22M 0.05%
10,264
+2,494
313
$1.21M 0.05%
4,180
+335
314
$1.21M 0.05%
22,402
+6,726
315
$1.17M 0.05%
5,079
-221
316
$1.15M 0.05%
27,103
-5,403
317
$1.15M 0.05%
11,719
-1,565
318
$1.15M 0.05%
6,005
-15,540
319
$1.12M 0.05%
7,843
+4,791
320
$1.1M 0.05%
16,331
+2,079
321
$1.09M 0.05%
13,858
+8
322
$1.09M 0.05%
9,506
-1,048
323
$1.08M 0.05%
5,268
-83
324
$1.04M 0.04%
19,034
+12,975
325
$1.04M 0.04%
2,478
+2,468
11 12
13
14 15