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
651
$79.8K ﹤0.01%
14,726
+1,473
652
$78.6K ﹤0.01%
769
+197
653
$78.3K ﹤0.01%
3,989
654
$78.2K ﹤0.01%
1,236
+26
655
$77.8K ﹤0.01%
2,953
+118
656
$77.3K ﹤0.01%
2,966
+156
657
$77.2K ﹤0.01%
16,497
+1,337
658
$77.2K ﹤0.01%
1,620
+325
659
$76.8K ﹤0.01%
1,100
+24
660
$75.8K ﹤0.01%
1,287
-7
661
$75.8K ﹤0.01%
997
+61
662
$75.4K ﹤0.01%
870
+835
663
$74.6K ﹤0.01%
65
-3
664
$73.6K ﹤0.01%
776
-13
665
$73K ﹤0.01%
588
+231
666
$73K ﹤0.01%
626
-35
667
$72.3K ﹤0.01%
1,599
-264
668
$72.1K ﹤0.01%
1,380
+117
669
$72.1K ﹤0.01%
1,407
-232
670
$71.8K ﹤0.01%
621
+7
671
$71.5K ﹤0.01%
140
+15
672
$70.5K ﹤0.01%
856
-84
673
$70.4K ﹤0.01%
858
-12,844
674
$70.2K ﹤0.01%
1,117
+15
675
$70K ﹤0.01%
2,033
+10
25 26
27
28 29