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
451
$354K 0.02%
4,011
-84
452
$352K 0.02%
5,493
-11
453
$352K 0.02%
2,793
-682
454
$347K 0.01%
55,813
-13,640
455
$346K 0.01%
20,213
-193
456
$327K 0.01%
3,404
+39
457
$326K 0.01%
3,227
-7
458
$326K 0.01%
10,310
+235
459
$323K 0.01%
5,207
+618
460
$319K 0.01%
4,040
+5
461
$314K 0.01%
3,717
462
$313K 0.01%
1,483
+1,309
463
$312K 0.01%
5,266
+4,832
464
$307K 0.01%
2,103
+22
465
$303K 0.01%
5,486
+546
466
$300K 0.01%
4,074
+1,077
467
$300K 0.01%
47,194
-4,208
468
$299K 0.01%
1,804
+384
469
$299K 0.01%
13,337
+1,265
470
$298K 0.01%
3,296
-536
471
$296K 0.01%
1,697
+42
472
$291K 0.01%
4,235
+99
473
$290K 0.01%
15,930
-231
474
$289K 0.01%
2,629
+20
475
$289K 0.01%
13,045
+53
17 18
19
20 21