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
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
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531
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639
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532
$157K 0.01%
2,009
533
$156K 0.01%
726
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534
$156K 0.01%
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535
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1,235
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536
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799
+154
537
$154K 0.01%
21,242
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538
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3,710
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539
$153K 0.01%
3,537
-219
540
$151K 0.01%
1,350
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541
$151K 0.01%
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100
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547
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7,034
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548
$145K 0.01%
845
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549
$143K 0.01%
+1,049
550
$141K 0.01%
2,496
-413
20 21
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