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
501
$204K 0.01%
4,488
-914
502
$201K 0.01%
6,100
+2,188
503
$200K 0.01%
2,946
-1,293
504
$195K 0.01%
6,359
-4
505
$195K 0.01%
7,762
-826
506
$195K 0.01%
1,021
+33
507
$193K 0.01%
1,049
+43
508
$191K 0.01%
69,572
+5,743
509
$190K 0.01%
3,593
+1,917
510
$189K 0.01%
1,463
+148
511
$189K 0.01%
+6,170
512
$185K 0.01%
1,233
-28
513
$181K 0.01%
699
-2,177
514
$179K 0.01%
480
-36
515
$178K 0.01%
5,613
+289
516
$178K 0.01%
878
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517
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261
-2,322
518
$175K 0.01%
1,832
-116
519
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2,519
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520
$173K 0.01%
+1,618
521
$170K 0.01%
5,881
-1,235
522
$166K 0.01%
+1,392
523
$166K 0.01%
798
-198
524
$165K 0.01%
2,095
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525
$164K 0.01%
2,513
-324
19 20
21
22 23