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
401
$462K 0.02%
7,744
+7,196
402
$457K 0.02%
4,132
-10
403
$454K 0.02%
3,911
+812
404
$452K 0.02%
8,898
-3,518
405
$451K 0.02%
22,944
+2,461
406
$445K 0.02%
2,708
+246
407
$443K 0.02%
6,097
+5,241
408
$438K 0.02%
+18,031
409
$437K 0.02%
1,241
+144
410
$435K 0.02%
9,538
-2,144
411
$431K 0.02%
+6,484
412
$416K 0.02%
4,910
-5,567
413
$416K 0.02%
7,672
-4
414
$415K 0.02%
4,945
+575
415
$415K 0.02%
7,968
-2,509
416
$410K 0.02%
2,391
+116
417
$408K 0.02%
2,224
-136
418
$406K 0.02%
2,454
-126
419
$406K 0.02%
3,475
-484
420
$405K 0.02%
3,052
-316
421
$402K 0.02%
6,043
-2,207
422
$398K 0.02%
4,525
-901
423
$396K 0.02%
14,783
-909
424
$395K 0.02%
8,498
+74
425
$393K 0.02%
16,288
-4,522
15 16
17
18 19