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
401
$533K 0.02%
11,776
+875
402
$519K 0.02%
1,691
+53
403
$516K 0.02%
2,606
+215
404
$512K 0.02%
14,010
+858
405
$508K 0.02%
9,191
+3,224
406
$506K 0.02%
9,422
-2,316
407
$505K 0.02%
2,768
-81
408
$492K 0.02%
18,073
+16,870
409
$491K 0.02%
8,123
+2,124
410
$488K 0.02%
+17,896
411
$487K 0.02%
42,472
+20
412
$485K 0.02%
9,127
+5,584
413
$481K 0.02%
12,529
+5,965
414
$470K 0.02%
5,739
-358
415
$468K 0.02%
1,140
+30
416
$467K 0.02%
4,605
+400
417
$462K 0.02%
2,510
+56
418
$459K 0.02%
6,599
+115
419
$458K 0.02%
15,034
+12,701
420
$458K 0.02%
4,232
+100
421
$452K 0.02%
7,811
-443
422
$446K 0.02%
2,328
-380
423
$445K 0.02%
23,860
+916
424
$443K 0.02%
8,043
+299
425
$440K 0.02%
26,130
-615
15 16
17
18 19