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
426
$429K 0.02%
2,237
+13
427
$428K 0.02%
7,671
-1
428
$424K 0.02%
9,378
+880
429
$421K 0.02%
4,106
+65
430
$411K 0.02%
4,999
+54
431
$407K 0.02%
6,182
+139
432
$406K 0.02%
8,984
+1,746
433
$405K 0.02%
14,755
-28
434
$404K 0.02%
16,480
+192
435
$401K 0.02%
9,604
+197
436
$401K 0.02%
5,014
+315
437
$399K 0.02%
4,848
+1,847
438
$395K 0.02%
6,243
+1,067
439
$393K 0.02%
2,867
+2,800
440
$388K 0.02%
4,319
+1,420
441
$384K 0.02%
8,479
+833
442
$382K 0.02%
1,601
+15
443
$379K 0.02%
2,408
+92
444
$368K 0.02%
5,035
+2,516
445
$364K 0.02%
7,322
-1,464
446
$363K 0.02%
4,005
-520
447
$361K 0.02%
13,232
-60
448
$359K 0.02%
2,748
+223
449
$358K 0.02%
35,134
450
$357K 0.02%
79,172
-3,166
16 17
18
19 20