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
501
$231K 0.01%
511
+8
502
$229K 0.01%
1,185
+164
503
$228K 0.01%
8,780
+1,018
504
$226K 0.01%
2,980
+34
505
$226K 0.01%
7,038
-321
506
$223K 0.01%
485
+5
507
$223K 0.01%
5,612
+130
508
$218K 0.01%
4,078
+485
509
$218K 0.01%
1,903
-342
510
$218K 0.01%
6,962
+5,067
511
$217K 0.01%
6,359
512
$209K 0.01%
681
+42
513
$208K 0.01%
1,795
+1,124
514
$207K 0.01%
2,266
+30
515
$206K 0.01%
1,832
516
$206K 0.01%
1,410
+560
517
$205K 0.01%
4,492
+4
518
$205K 0.01%
1,172
+134
519
$204K 0.01%
1,000
520
$203K 0.01%
1,630
521
$201K 0.01%
2,588
+493
522
$201K 0.01%
9,283
+8,783
523
$199K 0.01%
758
+291
524
$197K 0.01%
20,406
+12,539
525
$196K 0.01%
907
+29
19 20
21
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