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
326
$1.03M 0.04%
29,118
+9,628
327
$1.03M 0.04%
53,040
+39,745
328
$1.02M 0.04%
5,217
+1,251
329
$984K 0.04%
9,123
+2,095
330
$980K 0.04%
4,610
+74
331
$974K 0.04%
4,356
+52
332
$961K 0.04%
4,109
-85
333
$952K 0.04%
21,905
-1,437
334
$927K 0.04%
11,053
+525
335
$920K 0.04%
5,895
+266
336
$909K 0.04%
5,090
+1,667
337
$906K 0.04%
4,714
+96
338
$884K 0.04%
6,775
+112
339
$880K 0.04%
3,804
-1,073
340
$876K 0.04%
3,055
+98
341
$876K 0.04%
41,302
+5,132
342
$868K 0.04%
9,790
+819
343
$865K 0.04%
12,950
-1,090
344
$864K 0.04%
12,333
-4,152
345
$858K 0.04%
23,559
+2,231
346
$856K 0.04%
8,318
+237
347
$855K 0.04%
2,431
-24
348
$838K 0.04%
5,053
+173
349
$823K 0.04%
23,866
+771
350
$817K 0.03%
7,980
+2,550
12 13
14
15 16