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
751
$38.8K ﹤0.01%
1,229
+20
752
$38.6K ﹤0.01%
670
-22,902
753
$38.2K ﹤0.01%
389
+145
754
$37.8K ﹤0.01%
735
+26
755
$37.6K ﹤0.01%
482
-3,485
756
$37.3K ﹤0.01%
598
+11
757
$37.1K ﹤0.01%
+1,386
758
$36.5K ﹤0.01%
611
-8
759
$36.2K ﹤0.01%
407
+339
760
$35.8K ﹤0.01%
174
-1,560
761
$35.6K ﹤0.01%
1,318
+55
762
$35.5K ﹤0.01%
873
-174
763
$35.4K ﹤0.01%
779
+13
764
$34.6K ﹤0.01%
165
+153
765
$34.3K ﹤0.01%
1,828
+40
766
$33.9K ﹤0.01%
3,527
+485
767
$33.9K ﹤0.01%
565
-110
768
$33.6K ﹤0.01%
+1,479
769
$33.2K ﹤0.01%
540
-908
770
$32.2K ﹤0.01%
2,361
-12,667
771
$31.7K ﹤0.01%
522
-614
772
$31K ﹤0.01%
188
773
$30.9K ﹤0.01%
287
-21
774
$30.5K ﹤0.01%
93
-4
775
$30.4K ﹤0.01%
103
-7
29 30
31
32 33