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
701
$52.3K ﹤0.01%
263
702
$52.1K ﹤0.01%
310
-1
703
$51.6K ﹤0.01%
292
-38
704
$51.1K ﹤0.01%
1,727
-57
705
$50.9K ﹤0.01%
473
+9
706
$50.2K ﹤0.01%
526
-18
707
$49.8K ﹤0.01%
210
708
$49.6K ﹤0.01%
125
+3
709
$49K ﹤0.01%
1,211
+169
710
$49K ﹤0.01%
219
+1
711
$48.8K ﹤0.01%
707
-95
712
$48.4K ﹤0.01%
1,395
-1,686
713
$47.8K ﹤0.01%
1,295
+35
714
$47.6K ﹤0.01%
542
-29
715
$47.4K ﹤0.01%
5,202
-3,318
716
$46.7K ﹤0.01%
660
-6
717
$46.1K ﹤0.01%
379
-701
718
$45.4K ﹤0.01%
354
-100
719
$45.4K ﹤0.01%
509
+42
720
$45.3K ﹤0.01%
779
721
$45.1K ﹤0.01%
792
+41
722
$44.8K ﹤0.01%
490
+420
723
$44.5K ﹤0.01%
1,172
+32
724
$44.5K ﹤0.01%
1,091
+173
725
$43.9K ﹤0.01%
1,502
+118
27 28
29
30 31