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
651
$71.3K ﹤0.01%
13,253
+2,030
652
$71.3K ﹤0.01%
791
+120
653
$70.7K ﹤0.01%
+3,989
654
$70.3K ﹤0.01%
527
-5
655
$69.1K ﹤0.01%
2,595
-1,245
656
$69K ﹤0.01%
2,333
+320
657
$68.6K ﹤0.01%
1,102
+42
658
$68.2K ﹤0.01%
59
+37
659
$67.4K ﹤0.01%
661
-16
660
$67.3K ﹤0.01%
177
+24
661
$67.3K ﹤0.01%
1,076
+840
662
$65.6K ﹤0.01%
1,195
+380
663
$65.6K ﹤0.01%
+1,263
664
$64.9K ﹤0.01%
501
+498
665
$64.5K ﹤0.01%
614
-46
666
$64.4K ﹤0.01%
449
+156
667
$64.3K ﹤0.01%
15,160
+2,568
668
$64K ﹤0.01%
1,120
+169
669
$63.8K ﹤0.01%
889
-16
670
$63.3K ﹤0.01%
1,187
-1,783
671
$63.1K ﹤0.01%
1,250
672
$62.8K ﹤0.01%
1,288
673
$62.5K ﹤0.01%
322
-202
674
$61K ﹤0.01%
1,191
-17
675
$60.9K ﹤0.01%
770
+3
25 26
27
28 29