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
376
$561K 0.03%
3,242
+3,160
377
$559K 0.03%
21,538
+8,807
378
$559K 0.03%
13,200
+116
379
$555K 0.03%
2,739
-8,479
380
$553K 0.03%
4,083
-491
381
$543K 0.03%
8,610
+1,122
382
$537K 0.03%
15,762
+911
383
$535K 0.03%
5,430
-5,020
384
$517K 0.02%
1,638
+56
385
$516K 0.02%
7,113
+3,273
386
$511K 0.02%
13,152
+2,892
387
$510K 0.02%
14,182
-10,894
388
$509K 0.02%
2,246
+446
389
$508K 0.02%
8,432
+10
390
$508K 0.02%
2,849
+160
391
$501K 0.02%
2,707
+1,779
392
$496K 0.02%
42,452
-5,550
393
$494K 0.02%
1,695
-129
394
$489K 0.02%
+5,706
395
$488K 0.02%
26,745
+6,157
396
$484K 0.02%
8,254
-11,843
397
$483K 0.02%
+9,423
398
$482K 0.02%
4,020
-224
399
$474K 0.02%
10,901
+2,621
400
$472K 0.02%
3,876
-2,742
14 15
16
17 18