TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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
+$13.3M
2
+$9.22M
3
+$8.21M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.09M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.25M

Top Sells

1
+$11.5M
2
+$5.37M
3
+$3.15M
4
DOCU
DocuSign
DOCU
+$2.81M
5
OLED icon
Universal Display
OLED
+$1.99M

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
526
$163K 0.01%
3,543
-291
527
$162K 0.01%
1,038
+1,004
528
$162K 0.01%
1,630
529
$159K 0.01%
4,710
+2,190
530
$159K 0.01%
599
+75
531
$157K 0.01%
639
-33
532
$157K 0.01%
2,009
533
$156K 0.01%
726
-7,733
534
$156K 0.01%
14,466
535
$155K 0.01%
1,235
+46
536
$154K 0.01%
799
+154
537
$154K 0.01%
21,242
-2,493
538
$154K 0.01%
3,710
-961
539
$153K 0.01%
3,537
-219
540
$151K 0.01%
1,350
+180
541
$151K 0.01%
376
+91
542
$151K 0.01%
4,987
+4,367
543
$149K 0.01%
811
+79
544
$148K 0.01%
3,223
-922
545
$148K 0.01%
4,388
-700
546
$147K 0.01%
100
+94
547
$147K 0.01%
7,034
+1,371
548
$145K 0.01%
845
+492
549
$143K 0.01%
+1,049
550
$141K 0.01%
2,496
-413
20 21
22
23 24