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
26
$13.2M 0.62%
27,713
+3,785
27
$13M 0.61%
126,060
-1,820
28
$13M 0.61%
119,744
+957
29
$12.9M 0.6%
139,149
-10,559
30
$12.8M 0.6%
151,525
+27,196
31
$12.6M 0.59%
216,178
-6,788
32
$12.4M 0.58%
237,720
+8,935
33
$12M 0.56%
163,015
+17,545
34
$12M 0.56%
92,290
+8,947
35
$11.5M 0.54%
54,097
+5,549
36
$11.4M 0.53%
31,797
+176
37
$10.9M 0.51%
71,824
-37,140
38
$10.8M 0.5%
298,314
-16,503
39
$10.7M 0.5%
340,713
+45,262
40
$10.5M 0.49%
118,396
+696
41
$10.3M 0.48%
72,613
-2,927
42
$10.2M 0.47%
22,256
+686
43
$9.88M 0.46%
94,258
+13,913
44
$9.76M 0.46%
26,223
-731
45
$9.54M 0.45%
47,808
+2,214
46
$9.38M 0.44%
29,381
+6,295
47
$9.18M 0.43%
80,675
-27,201
48
$9.11M 0.43%
44,096
-2,471
49
$8.97M 0.42%
54,571
+2,029
50
$8.93M 0.42%
25,086
+740
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