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
476
$280K 0.01%
881
+3
477
$280K 0.01%
8,190
+2,090
478
$276K 0.01%
19,790
+711
479
$271K 0.01%
3,856
+474
480
$269K 0.01%
2,554
-1,357
481
$266K 0.01%
332
+71
482
$266K 0.01%
542
+30
483
$265K 0.01%
9,938
-559
484
$262K 0.01%
6,836
+49
485
$258K 0.01%
2,619
-33
486
$257K 0.01%
3,677
+147
487
$254K 0.01%
22,228
+2,502
488
$254K 0.01%
2,378
+78
489
$254K 0.01%
73,735
+4,163
490
$253K 0.01%
2,692
-20
491
$252K 0.01%
4,756
+137
492
$250K 0.01%
4,581
+388
493
$250K 0.01%
1,140
+342
494
$249K 0.01%
3,817
-361
495
$244K 0.01%
2,808
+33
496
$244K 0.01%
1,031
+4
497
$243K 0.01%
156
+56
498
$243K 0.01%
813
+12
499
$241K 0.01%
1,956
+606
500
$235K 0.01%
1,741
+278
18 19
20
21 22