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
$1.79B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,151
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$6.13M
3
+$5.09M
4
ABT icon
Abbott
ABT
+$3.31M
5
SHW icon
Sherwin-Williams
SHW
+$3.04M

Top Sells

1
+$7.35M
2
+$6.62M
3
+$3.76M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$3.45M
5
V icon
Visa
V
+$3.31M

Sector Composition

1 Technology 10.78%
2 Healthcare 8.52%
3 Financials 6.99%
4 Communication Services 5.6%
5 Industrials 4.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$162K 0.01%
29,038
-77,928
477
$160K 0.01%
6,363
-3
478
$160K 0.01%
6,183
-1,494
479
$160K 0.01%
1,257
+1,248
480
$160K 0.01%
7,187
+216
481
$158K 0.01%
3,989
-1,109
482
$158K 0.01%
931
-72
483
$158K 0.01%
4,383
-616
484
$156K 0.01%
68,946
-16,745
485
$155K 0.01%
3,810
-1,248
486
$153K 0.01%
1,800
+1,760
487
$149K 0.01%
5,485
-756
488
$148K 0.01%
3,295
+44
489
$144K 0.01%
1,576
-56
490
$144K 0.01%
5,201
-61
491
$144K 0.01%
+657
492
$140K 0.01%
1,307
+25
493
$139K 0.01%
3,007
+12
494
$138K 0.01%
14,466
495
$138K 0.01%
1,322
+1,129
496
$138K 0.01%
585
-180
497
$132K 0.01%
1,034
-87
498
$131K 0.01%
3,766
+72
499
$130K 0.01%
648
-338
500
$130K 0.01%
3,090
-466
18 19
20
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