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
51
$9.27M 0.4%
25,386
+300
52
$9.12M 0.39%
175,105
+2,684
53
$9.09M 0.39%
73,202
+2,045
54
$9.02M 0.39%
450,880
-22,320
55
$8.97M 0.38%
180,940
+4,492
56
$8.86M 0.38%
53,811
-760
57
$8.82M 0.38%
66,486
+1,287
58
$8.76M 0.37%
68,456
+21,358
59
$8.73M 0.37%
280,408
+20,356
60
$8.57M 0.37%
57,844
+1,709
61
$8.56M 0.37%
38,395
-5,701
62
$8.4M 0.36%
15,758
+252
63
$8.36M 0.36%
9,549
-6
64
$7.73M 0.33%
306,468
+119,730
65
$7.67M 0.33%
121,533
-1,070
66
$7.63M 0.33%
159,940
+66,830
67
$7.56M 0.32%
126,395
+251
68
$7.52M 0.32%
69,471
+4,985
69
$7.47M 0.32%
114,820
-6,660
70
$7.44M 0.32%
55,110
+2,055
71
$7.39M 0.32%
107,300
+28,610
72
$7.2M 0.31%
126,251
-561
73
$7.14M 0.3%
81,074
+13,832
74
$6.96M 0.3%
168,763
-14,049
75
$6.95M 0.3%
147,846
+11,511
1 2
3
4 5