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
51
$8.91M 0.42%
172,421
+15,449
52
$8.74M 0.41%
176,448
+26,517
53
$8.41M 0.39%
71,157
-326
54
$8.36M 0.39%
65,199
-9,906
55
$8.33M 0.39%
76,734
-7,676
56
$7.94M 0.37%
260,052
+28,052
57
$7.94M 0.37%
56,135
-832
58
$7.84M 0.37%
58,661
-1,760
59
$7.79M 0.36%
32,066
+823
60
$7.76M 0.36%
20,265
+462
61
$7.67M 0.36%
126,144
-12,391
62
$7.23M 0.34%
121,480
-8,100
63
$7.2M 0.34%
9,555
+321
64
$7.19M 0.34%
53,055
+2,850
65
$7.07M 0.33%
182,812
+4,040
66
$6.99M 0.33%
64,486
+25,089
67
$6.86M 0.32%
126,812
-1,378
68
$6.84M 0.32%
122,603
+6,356
69
$6.83M 0.32%
117,142
+25,793
70
$6.55M 0.31%
19,833
-1,001
71
$6.5M 0.3%
15,506
+2,087
72
$6.43M 0.3%
89,254
+3,969
73
$6.39M 0.3%
10,361
+1,548
74
$6.35M 0.3%
114,785
+61,383
75
$6.32M 0.3%
473,200
+9,920
1 2
3
4 5