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
351
$719K 0.03%
30,354
-3,623
352
$713K 0.03%
11,518
+8,506
353
$704K 0.03%
36,170
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354
$690K 0.03%
6,161
+1,799
355
$689K 0.03%
3,449
-172
356
$672K 0.03%
1,603
-126
357
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3,594
+2,007
358
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21,328
+18,019
359
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17,255
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360
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3,351
-52
361
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11,142
+1,407
362
$611K 0.03%
4,974
+233
363
$608K 0.03%
6,329
+1,577
364
$608K 0.03%
3,235
-1,061
365
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4,407
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366
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11,738
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367
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7,334
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368
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39,474
+8,434
369
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3,423
-498
370
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3,697
+37
371
$564K 0.03%
19,490
+347
372
$563K 0.03%
4,908
-2,708
373
$563K 0.03%
14,051
-2,979
374
$563K 0.03%
7,862
-2,736
375
$563K 0.03%
2,120
-536
13 14
15
16 17