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
351
$812K 0.03%
3,585
-162
352
$808K 0.03%
+13,356
353
$804K 0.03%
3,718
+979
354
$803K 0.03%
5,709
+1,833
355
$793K 0.03%
6,831
+670
356
$790K 0.03%
98,390
-10,000
357
$787K 0.03%
17,742
-3,676
358
$780K 0.03%
11,135
359
$772K 0.03%
32,926
+14,895
360
$758K 0.03%
20,417
-513
361
$755K 0.03%
11,394
-382
362
$753K 0.03%
11,583
+65
363
$731K 0.03%
19,933
+4,171
364
$730K 0.03%
41,105
+1,631
365
$730K 0.03%
3,732
+381
366
$730K 0.03%
3,559
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367
$726K 0.03%
14,022
-867
368
$714K 0.03%
7,290
-1,210
369
$713K 0.03%
1,611
+8
370
$692K 0.03%
4,597
+190
371
$689K 0.03%
20,452
-10,196
372
$684K 0.03%
3,781
+539
373
$673K 0.03%
25,843
+4,305
374
$672K 0.03%
17,589
+334
375
$670K 0.03%
2,659
-341
13 14
15
16 17