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
776
$38.9K ﹤0.01%
577
-21
777
$38.8K ﹤0.01%
3,527
778
$38.4K ﹤0.01%
1,203
-26
779
$37K ﹤0.01%
+963
780
$36.3K ﹤0.01%
575
+10
781
$36.3K ﹤0.01%
1,579
-12
782
$36.2K ﹤0.01%
349
+246
783
$36.1K ﹤0.01%
3,987
-1,205
784
$36K ﹤0.01%
1,475
+395
785
$35.3K ﹤0.01%
729
-35,321
786
$35.1K ﹤0.01%
191
+147
787
$34.8K ﹤0.01%
379
788
$34.6K ﹤0.01%
287
789
$34.2K ﹤0.01%
320
+180
790
$33.4K ﹤0.01%
225
791
$33.4K ﹤0.01%
407
-84
792
$33.1K ﹤0.01%
392
+6
793
$32.8K ﹤0.01%
+274
794
$32.5K ﹤0.01%
391
-58
795
$32.5K ﹤0.01%
670
796
$32.5K ﹤0.01%
+8,318
797
$32.4K ﹤0.01%
118
+12
798
$32.3K ﹤0.01%
103
799
$31.9K ﹤0.01%
153
+16
800
$31.8K ﹤0.01%
235
+26
30 31
32
33 34