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
776
$30.1K ﹤0.01%
1,606
-3,031
777
$29.9K ﹤0.01%
227
+6
778
$29.7K ﹤0.01%
2,038
779
$29.3K ﹤0.01%
358
-25
780
$29.3K ﹤0.01%
1,080
+900
781
$29.3K ﹤0.01%
617
-156
782
$29.1K ﹤0.01%
132
-6
783
$28.8K ﹤0.01%
727
-22
784
$28.6K ﹤0.01%
386
+11
785
$28.5K ﹤0.01%
567
-134
786
$28.4K ﹤0.01%
+7,500
787
$28.1K ﹤0.01%
209
788
$27.9K ﹤0.01%
82
+51
789
$27.9K ﹤0.01%
91
-16
790
$27.8K ﹤0.01%
98
-60
791
$27.8K ﹤0.01%
112
792
$27.7K ﹤0.01%
106
+67
793
$27.5K ﹤0.01%
126
-950
794
$27.4K ﹤0.01%
534
+210
795
$27.2K ﹤0.01%
+933
796
$27.2K ﹤0.01%
964
+288
797
$27K ﹤0.01%
178
-317
798
$26.4K ﹤0.01%
+787
799
$26.1K ﹤0.01%
270
-10
800
$26.1K ﹤0.01%
85
+58
30 31
32
33 34