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
601
$115K ﹤0.01%
650
602
$115K ﹤0.01%
2,807
+734
603
$114K ﹤0.01%
699
-146
604
$114K ﹤0.01%
+2,123
605
$113K ﹤0.01%
3,577
606
$111K ﹤0.01%
1,384
-150
607
$110K ﹤0.01%
303
+7
608
$109K ﹤0.01%
2,069
+8
609
$109K ﹤0.01%
707
+98
610
$109K ﹤0.01%
3,500
-750
611
$105K ﹤0.01%
84
612
$105K ﹤0.01%
2,218
+126
613
$105K ﹤0.01%
4,591
+186
614
$105K ﹤0.01%
2,919
+2,132
615
$104K ﹤0.01%
1,249
+577
616
$104K ﹤0.01%
347
-48
617
$104K ﹤0.01%
1,052
-6
618
$103K ﹤0.01%
1,614
+30
619
$101K ﹤0.01%
6,823
+1
620
$101K ﹤0.01%
2,562
621
$99.3K ﹤0.01%
1,182
622
$96.7K ﹤0.01%
1,636
-22
623
$96.4K ﹤0.01%
536
+6
624
$95.6K ﹤0.01%
6,232
+188
625
$95.3K ﹤0.01%
909
-36
23 24
25
26 27