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
751
$45.6K ﹤0.01%
1,345
-107
752
$45.4K ﹤0.01%
1,373
+55
753
$44.9K ﹤0.01%
1,166
754
$44.8K ﹤0.01%
108
+15
755
$44.5K ﹤0.01%
4,164
-9,894
756
$44.1K ﹤0.01%
1,049
+901
757
$44K ﹤0.01%
1,183
-212
758
$43.9K ﹤0.01%
398
-2,683
759
$43.7K ﹤0.01%
219
760
$43.6K ﹤0.01%
+1,416
761
$43.5K ﹤0.01%
1,784
+125
762
$43.5K ﹤0.01%
145
-5
763
$43.4K ﹤0.01%
1,474
+18
764
$43.3K ﹤0.01%
2,095
-20
765
$43.1K ﹤0.01%
888
+15
766
$42.5K ﹤0.01%
+867
767
$42.3K ﹤0.01%
1,535
+993
768
$41.8K ﹤0.01%
106
+24
769
$41.7K ﹤0.01%
582
+32
770
$40.6K ﹤0.01%
202
-12
771
$40.3K ﹤0.01%
784
+5
772
$40K ﹤0.01%
293
+11
773
$39.8K ﹤0.01%
447
-35
774
$39.7K ﹤0.01%
952
-666
775
$39.3K ﹤0.01%
381
-8
29 30
31
32 33