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
376
$665K 0.03%
8,003
+2,297
377
$664K 0.03%
13,490
+290
378
$662K 0.03%
4,587
+504
379
$649K 0.03%
7,490
+156
380
$646K 0.03%
3,684
+90
381
$631K 0.03%
7,589
-273
382
$630K 0.03%
9,947
+1,515
383
$626K 0.03%
2,188
+68
384
$624K 0.03%
7,484
+371
385
$624K 0.03%
11,331
+189
386
$623K 0.03%
13,607
-444
387
$604K 0.03%
7,341
+6,664
388
$602K 0.03%
19,274
+13,104
389
$594K 0.03%
3,678
-19
390
$593K 0.03%
6,170
-1,483
391
$590K 0.03%
13,425
-5,428
392
$583K 0.02%
844
+233
393
$579K 0.02%
8,399
-211
394
$570K 0.02%
2,630
-605
395
$566K 0.02%
4,028
-946
396
$565K 0.02%
2,492
+246
397
$555K 0.02%
1,402
+161
398
$548K 0.02%
1,731
+36
399
$543K 0.02%
2,893
-6,067
400
$539K 0.02%
10,395
+857
14 15
16
17 18