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
626
$82.5K ﹤0.01%
1,192
+167
627
$81.2K ﹤0.01%
952
+24
628
$80.5K ﹤0.01%
7,867
+7,214
629
$80.3K ﹤0.01%
1,586
+8
630
$80.1K ﹤0.01%
1,827
+87
631
$78.6K ﹤0.01%
437
632
$78.3K ﹤0.01%
1,093
+622
633
$77.5K ﹤0.01%
1,294
-11
634
$77.5K ﹤0.01%
1,639
-135
635
$77.2K ﹤0.01%
1,210
+25
636
$77.1K ﹤0.01%
671
637
$76.9K ﹤0.01%
+354
638
$76.8K ﹤0.01%
940
-100
639
$75.8K ﹤0.01%
68
+13
640
$75.7K ﹤0.01%
2,092
+2,060
641
$75.3K ﹤0.01%
2,810
+10
642
$75.2K ﹤0.01%
2,835
+345
643
$74.8K ﹤0.01%
1,760
644
$74.7K ﹤0.01%
723
-17
645
$74K ﹤0.01%
61,415
-23,870
646
$73.6K ﹤0.01%
789
-50
647
$73.1K ﹤0.01%
942
+6
648
$73.1K ﹤0.01%
124
+5
649
$72.8K ﹤0.01%
2,055
+115
650
$72K ﹤0.01%
2,023
+156
24 25
26
27 28