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
526
$196K 0.01%
808
+9
527
$191K 0.01%
5,734
+121
528
$191K 0.01%
3,584
-4,384
529
$189K 0.01%
1,486
+480
530
$188K 0.01%
518
-49
531
$188K 0.01%
23,301
+5,237
532
$185K 0.01%
670
+150
533
$185K 0.01%
1,218
-15
534
$184K 0.01%
2,164
+552
535
$184K 0.01%
1,898
+254
536
$183K 0.01%
4,137
+600
537
$182K 0.01%
2,835
-2,650
538
$179K 0.01%
1,292
-100
539
$178K 0.01%
2,506
-7
540
$175K 0.01%
80
-22
541
$175K 0.01%
852
+41
542
$172K 0.01%
817
-232
543
$172K 0.01%
2,237
+728
544
$171K 0.01%
390
+14
545
$168K 0.01%
4,006
-382
546
$167K 0.01%
3,445
+117
547
$167K 0.01%
14,466
548
$166K 0.01%
1,492
549
$165K 0.01%
2,222
+107
550
$163K 0.01%
6,164
+283
20 21
22
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