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
26
$15.3M 0.65%
196,513
+33,498
27
$14.9M 0.64%
129,060
-7,703
28
$14.8M 0.63%
172,667
+21,142
29
$14.5M 0.62%
270,605
+32,885
30
$14.4M 0.61%
92,260
-1,223
31
$13.5M 0.58%
119,933
+189
32
$13.3M 0.57%
101,661
+9,371
33
$13M 0.56%
32,512
+6,289
34
$12.6M 0.54%
132,289
-6,860
35
$12.2M 0.52%
230,978
-41,444
36
$12.2M 0.52%
76,873
+5,049
37
$12.1M 0.52%
30,446
-1,351
38
$12.1M 0.52%
308,974
+10,660
39
$12.1M 0.52%
121,736
+3,340
40
$12.1M 0.51%
34,017
+4,636
41
$11.8M 0.5%
80,053
+7,440
42
$11.4M 0.49%
203,725
-12,453
43
$11M 0.47%
338,049
-2,664
44
$10.9M 0.46%
94,253
+13,578
45
$10.6M 0.45%
101,282
+7,024
46
$10.1M 0.43%
20,084
-2,172
47
$10.1M 0.43%
20,558
+293
48
$10.1M 0.43%
42,298
-5,510
49
$9.79M 0.42%
86,684
+9,950
50
$9.35M 0.4%
32,071
+5
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