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
701
$62.4K ﹤0.01%
709
+302
702
$61.7K ﹤0.01%
366
+206
703
$61.6K ﹤0.01%
864
-25
704
$60.7K ﹤0.01%
1,627
+1,006
705
$60.5K ﹤0.01%
589
+47
706
$60.2K ﹤0.01%
1,038
-12
707
$60K ﹤0.01%
1,054
+290
708
$59.6K ﹤0.01%
471
-2
709
$59.5K ﹤0.01%
953
+255
710
$59.1K ﹤0.01%
244
+11
711
$58.8K ﹤0.01%
690
+62
712
$58.2K ﹤0.01%
2,049
+19
713
$57.7K ﹤0.01%
158
+73
714
$57K ﹤0.01%
177
715
$56.7K ﹤0.01%
+1,873
716
$56K ﹤0.01%
246
-17
717
$55.7K ﹤0.01%
430
-1
718
$55.6K ﹤0.01%
372
-10
719
$55.1K ﹤0.01%
357
+3
720
$54.8K ﹤0.01%
1,807
-1,133
721
$54.8K ﹤0.01%
415
-2
722
$54.6K ﹤0.01%
812
-95
723
$54.6K ﹤0.01%
276
+79
724
$54.2K ﹤0.01%
331
+15
725
$53.8K ﹤0.01%
616
-44
27 28
29
30 31