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
326
$886K 0.04%
14,040
-29,028
327
$875K 0.04%
5,629
+1,736
328
$868K 0.04%
7,770
-75
329
$861K 0.04%
31,661
+9,996
330
$841K 0.04%
8,081
-1,230
331
$834K 0.04%
3,747
-3,642
332
$824K 0.04%
2,455
-4,122
333
$824K 0.04%
8,971
+2,182
334
$817K 0.04%
10,528
+2
335
$797K 0.04%
18,853
+3,691
336
$783K 0.04%
8,500
-3,464
337
$781K 0.04%
11,776
-1,676
338
$778K 0.04%
4,880
+1,886
339
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2,957
-77
340
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15,676
-12,296
341
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6,663
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342
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14,889
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343
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7,028
+6,925
344
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20,930
+5,742
345
$751K 0.04%
3,966
+2,636
346
$750K 0.04%
7,653
-190
347
$743K 0.03%
3,000
-80
348
$742K 0.03%
23,095
+84
349
$736K 0.03%
+108,390
350
$726K 0.03%
11,135
+470
12 13
14
15 16