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
626
$94.8K ﹤0.01%
6,975
-16
627
$92.7K ﹤0.01%
376
+54
628
$90.3K ﹤0.01%
842
+51
629
$90K ﹤0.01%
928
-546
630
$89.6K ﹤0.01%
2,224
+9
631
$89.5K ﹤0.01%
1,827
632
$88K ﹤0.01%
1,582
-4
633
$88K ﹤0.01%
1,046
634
$87.6K ﹤0.01%
381
-5,522
635
$85.8K ﹤0.01%
354
636
$84.9K ﹤0.01%
737
+14
637
$84.8K ﹤0.01%
579
+52
638
$84.6K ﹤0.01%
+962
639
$84.3K ﹤0.01%
2,064
+1,438
640
$83.7K ﹤0.01%
876
-76
641
$83.6K ﹤0.01%
1,178
-14
642
$83.4K ﹤0.01%
540
+91
643
$82.9K ﹤0.01%
2,652
+57
644
$82.6K ﹤0.01%
+653
645
$82.1K ﹤0.01%
2,481
646
$81.8K ﹤0.01%
126
+2
647
$81.4K ﹤0.01%
1,288
648
$80.7K ﹤0.01%
5,990
+1,714
649
$80.2K ﹤0.01%
1,760
650
$79.9K ﹤0.01%
1,302
-53
24 25
26
27 28