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
601
$97.5K ﹤0.01%
395
+51
602
$96.8K ﹤0.01%
84
+83
603
$95.2K ﹤0.01%
4,405
-248
604
$94.3K ﹤0.01%
7,146
-4,939
605
$94.1K ﹤0.01%
850
+590
606
$93.9K ﹤0.01%
6,044
-208
607
$93.3K ﹤0.01%
+6,991
608
$92.6K ﹤0.01%
650
609
$91.6K ﹤0.01%
330
+89
610
$91.3K ﹤0.01%
609
+212
611
$91K ﹤0.01%
+1,046
612
$90.3K ﹤0.01%
2,843
-46
613
$90.2K ﹤0.01%
2,073
+26
614
$90.1K ﹤0.01%
6,451
-18,464
615
$89.9K ﹤0.01%
1,255
-72
616
$89.5K ﹤0.01%
945
-19
617
$89K ﹤0.01%
318
+28
618
$88.5K ﹤0.01%
2,481
+84
619
$88.4K ﹤0.01%
296
-37
620
$87.6K ﹤0.01%
2,940
+1,718
621
$87.2K ﹤0.01%
1,584
+306
622
$85.4K ﹤0.01%
1,355
+68
623
$84K ﹤0.01%
1,863
+100
624
$83.6K ﹤0.01%
2,215
-22
625
$83.6K ﹤0.01%
6,822
+74
23 24
25
26 27