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
451
$306K 0.01%
4,589
-203
452
$306K 0.01%
4,035
+266
453
$306K 0.01%
3,418
-2,064
454
$306K 0.01%
82,338
-2,570
455
$296K 0.01%
2,081
-533
456
$288K 0.01%
4,126
-1,755
457
$288K 0.01%
12,992
-9,900
458
$287K 0.01%
2,525
-443
459
$284K 0.01%
2,609
+1,959
460
$282K 0.01%
6,787
-10,466
461
$282K 0.01%
4,619
+3,860
462
$282K 0.01%
13,295
-15,270
463
$280K 0.01%
3,717
+37
464
$274K 0.01%
2,300
-108
465
$270K 0.01%
3,365
+79
466
$270K 0.01%
4,940
+3,364
467
$269K 0.01%
16,161
-21,891
468
$266K 0.01%
13,292
+11,795
469
$266K 0.01%
7,646
+1,197
470
$264K 0.01%
10,497
-1,033
471
$262K 0.01%
1,655
+9
472
$261K 0.01%
2,899
-78
473
$255K 0.01%
878
-55
474
$250K 0.01%
6,564
+5,868
475
$244K 0.01%
512
-127
17 18
19
20 21