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
726
$53.3K ﹤0.01%
1,666
-61
727
$53.3K ﹤0.01%
883
+5
728
$53.1K ﹤0.01%
588
+79
729
$53K ﹤0.01%
1,156
-55
730
$52.7K ﹤0.01%
703
-4
731
$52.7K ﹤0.01%
885
-5
732
$51.7K ﹤0.01%
1,212
+40
733
$51.4K ﹤0.01%
219
734
$51K ﹤0.01%
1,194
+103
735
$50.7K ﹤0.01%
929
-3,513
736
$50.6K ﹤0.01%
286
-6
737
$50.2K ﹤0.01%
829
+37
738
$50.2K ﹤0.01%
308
-2
739
$49.6K ﹤0.01%
1,070
+809
740
$49.3K ﹤0.01%
3,122
741
$49.1K ﹤0.01%
1,136
+603
742
$48.3K ﹤0.01%
3,311
-20
743
$48.3K ﹤0.01%
1,145
-44,982
744
$48.1K ﹤0.01%
513
-13
745
$47.5K ﹤0.01%
16,679
+3,083
746
$47.1K ﹤0.01%
2,038
+14
747
$46.5K ﹤0.01%
+510
748
$46.3K ﹤0.01%
+1,208
749
$46K ﹤0.01%
2,168
-112
750
$45.9K ﹤0.01%
7,500
28 29
30
31 32