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
676
$60.8K ﹤0.01%
1,050
+141
677
$60.8K ﹤0.01%
878
+14
678
$60.7K ﹤0.01%
+1,100
679
$60.2K ﹤0.01%
936
+672
680
$60.2K ﹤0.01%
1,176
-87
681
$59.3K ﹤0.01%
1,895
-1,021
682
$59K ﹤0.01%
4,276
+3,559
683
$58.1K ﹤0.01%
3,584
684
$57.7K ﹤0.01%
1,618
+164
685
$57.5K ﹤0.01%
+1,452
686
$57.1K ﹤0.01%
907
-104
687
$56.5K ﹤0.01%
2,030
+320
688
$55.1K ﹤0.01%
890
-120
689
$54.7K ﹤0.01%
1,195
+102
690
$54.5K ﹤0.01%
431
-187
691
$54.5K ﹤0.01%
2,280
+80
692
$54.1K ﹤0.01%
1,008
-6
693
$53.8K ﹤0.01%
628
-125
694
$53.6K ﹤0.01%
677
-17
695
$53.5K ﹤0.01%
417
-28
696
$53.3K ﹤0.01%
382
-3,467
697
$53.2K ﹤0.01%
3,122
698
$52.5K ﹤0.01%
+672
699
$52.4K ﹤0.01%
3,331
+61
700
$52.4K ﹤0.01%
572
+457
26 27
28
29 30