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
801
$25.9K ﹤0.01%
624
-268
802
$25.7K ﹤0.01%
533
+50
803
$25.6K ﹤0.01%
1,203
-68
804
$25.3K ﹤0.01%
137
+18
805
$24.4K ﹤0.01%
630
+9
806
$24.4K ﹤0.01%
424
-128
807
$23.6K ﹤0.01%
521
+8
808
$23.4K ﹤0.01%
129
-2,753
809
$23.4K ﹤0.01%
160
+12
810
$23.3K ﹤0.01%
297
811
$23.2K ﹤0.01%
161
-5
812
$23.1K ﹤0.01%
347
813
$22.8K ﹤0.01%
1,353
+92
814
$22.6K ﹤0.01%
1,335
+190
815
$22.3K ﹤0.01%
248
816
$22.3K ﹤0.01%
520
817
$22.1K ﹤0.01%
214
+1
818
$22.1K ﹤0.01%
237
819
$21.9K ﹤0.01%
469
820
$21.8K ﹤0.01%
92
-8,608
821
$20.7K ﹤0.01%
67
822
$20.6K ﹤0.01%
420
+3
823
$20.6K ﹤0.01%
626
+17
824
$20.5K ﹤0.01%
139
-12
825
$20.5K ﹤0.01%
177
-15
31 32
33
34 35