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
551
$141K 0.01%
1,612
+456
552
$141K 0.01%
3,328
+202
553
$140K 0.01%
14,058
+12,752
554
$139K 0.01%
18,064
+10,402
555
$136K 0.01%
336
-4,578
556
$135K 0.01%
2,115
+128
557
$133K 0.01%
5,293
-3,294
558
$132K 0.01%
244
-124
559
$132K 0.01%
1,527
-314
560
$132K 0.01%
1,492
561
$129K 0.01%
1,534
-33
562
$129K 0.01%
520
+62
563
$129K 0.01%
2,917
-25,036
564
$127K 0.01%
2,224
-276
565
$127K 0.01%
1,873
-191
566
$124K 0.01%
31,187
-38,021
567
$123K 0.01%
1,644
+217
568
$123K 0.01%
2,377
+513
569
$121K 0.01%
2,714
570
$121K 0.01%
1,006
+18
571
$121K 0.01%
11,315
-17
572
$121K 0.01%
4,250
573
$120K 0.01%
1,058
+164
574
$119K 0.01%
3,620
+277
575
$119K 0.01%
1,096
-152
21 22
23
24 25