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
476
$243K 0.01%
19,726
+1,598
477
$242K 0.01%
4,178
+172
478
$241K 0.01%
3,530
-267
479
$241K 0.01%
2,652
+453
480
$240K 0.01%
12,072
-2,665
481
$238K 0.01%
102
+4
482
$237K 0.01%
19,079
+5,109
483
$237K 0.01%
7,359
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484
$236K 0.01%
+3,001
485
$233K 0.01%
4,442
-915
486
$232K 0.01%
4,136
-862
487
$228K 0.01%
801
-1,179
488
$227K 0.01%
2,245
+337
489
$224K 0.01%
5,482
-466
490
$223K 0.01%
2,997
+2,138
491
$222K 0.01%
1,420
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492
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493
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1,027
-148
494
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1,000
-251
495
$215K 0.01%
2,775
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496
$214K 0.01%
503
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497
$213K 0.01%
2,712
-149
498
$210K 0.01%
567
+22
499
$207K 0.01%
3,382
-80
500
$205K 0.01%
2,236
+986
18 19
20
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