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
726
$43.4K ﹤0.01%
2,024
-228
727
$43.2K ﹤0.01%
+1,166
728
$43.1K ﹤0.01%
219
-22
729
$42.8K ﹤0.01%
1,725
730
$42.5K ﹤0.01%
233
+7
731
$42.3K ﹤0.01%
2,115
-142
732
$41.9K ﹤0.01%
316
+41
733
$41.8K ﹤0.01%
764
+637
734
$41.8K ﹤0.01%
282
-118
735
$41.6K ﹤0.01%
253
+50
736
$41.3K ﹤0.01%
197
+164
737
$41.2K ﹤0.01%
593
738
$41.1K ﹤0.01%
550
-381
739
$41K ﹤0.01%
1,659
-29
740
$40.8K ﹤0.01%
150
+11
741
$40.6K ﹤0.01%
357
+277
742
$40.2K ﹤0.01%
1,456
+113
743
$40.1K ﹤0.01%
449
-28
744
$40.1K ﹤0.01%
5,192
-1,541
745
$39.9K ﹤0.01%
491
-22
746
$39.7K ﹤0.01%
214
-1
747
$39.6K ﹤0.01%
13,596
+1,010
748
$39.2K ﹤0.01%
1,591
-492
749
$39.1K ﹤0.01%
+698
750
$38.9K ﹤0.01%
225
28 29
30
31 32