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
576
$133K 0.01%
1,420
+17
577
$133K 0.01%
1,705
+450
578
$133K 0.01%
1,843
-30
579
$132K 0.01%
637
+13
580
$129K 0.01%
1,527
581
$129K 0.01%
3,499
-211
582
$129K 0.01%
93
+34
583
$128K 0.01%
864
-17,349
584
$127K 0.01%
3,114
+392
585
$127K 0.01%
1,124
586
$126K 0.01%
451
-132
587
$125K 0.01%
2,888
-335
588
$124K 0.01%
1,642
+549
589
$124K 0.01%
2,714
590
$124K 0.01%
388
+58
591
$122K 0.01%
1,096
592
$121K 0.01%
3,130
+2,551
593
$119K 0.01%
30,428
-237
594
$119K 0.01%
3,098
-11,084
595
$118K 0.01%
342
+24
596
$118K 0.01%
1,785
+38
597
$118K 0.01%
1,026
+12
598
$118K 0.01%
1,024
-3,884
599
$117K 0.01%
2,548
600
$116K 0.01%
3,075
-1,635
22 23
24
25 26