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
551
$163K 0.01%
346
+10
552
$163K 0.01%
6,785
-249
553
$162K 0.01%
2,809
+2,790
554
$160K 0.01%
1,331
+251
555
$158K 0.01%
282
+32
556
$156K 0.01%
640
-59
557
$155K 0.01%
2,224
558
$153K 0.01%
251
+7
559
$152K 0.01%
11,181
-134
560
$152K 0.01%
1,690
+72
561
$150K 0.01%
1,049
562
$149K 0.01%
2,384
-112
563
$148K 0.01%
605
+6
564
$145K 0.01%
759
+322
565
$144K 0.01%
1,031
-204
566
$141K 0.01%
3,810
+190
567
$141K 0.01%
5,282
-11
568
$140K 0.01%
2,009
569
$138K 0.01%
19,999
-1,243
570
$137K 0.01%
4,482
+1,135
571
$137K 0.01%
3,507
+7
572
$136K 0.01%
2,598
+221
573
$134K 0.01%
2,914
-3
574
$134K 0.01%
4,575
-244
575
$133K 0.01%
3,665
+835
21 22
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