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
501
$129K 0.01%
1,600
-1
502
$125K 0.01%
2,391
-364
503
$125K 0.01%
2,009
504
$124K 0.01%
3,805
-35
505
$124K 0.01%
1,824
-201
506
$124K 0.01%
+524
507
$124K 0.01%
1,264
+198
508
$123K 0.01%
2,011
+290
509
$122K 0.01%
1,329
+454
510
$122K 0.01%
1,976
+1,920
511
$122K 0.01%
1,525
+1,387
512
$117K 0.01%
759
-115
513
$116K 0.01%
854
-11,388
514
$115K 0.01%
206
-25
515
$115K 0.01%
+1,440
516
$114K 0.01%
403
-287
517
$114K 0.01%
542
518
$113K 0.01%
1,491
+1,484
519
$113K 0.01%
2,801
520
$112K 0.01%
9,178
-12,355
521
$112K 0.01%
+1,248
522
$108K 0.01%
2,054
+1,610
523
$108K 0.01%
1,156
-704
524
$108K 0.01%
10,410
-3,191
525
$106K 0.01%
+1,630
19 20
21
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