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
801
$31.5K ﹤0.01%
+2,000
802
$31.2K ﹤0.01%
+123
803
$31.1K ﹤0.01%
2,038
804
$31.1K ﹤0.01%
215
-12
805
$30.5K ﹤0.01%
534
+12
806
$30.1K ﹤0.01%
+669
807
$30K ﹤0.01%
352
-6
808
$29.7K ﹤0.01%
544
+10
809
$29.7K ﹤0.01%
188
810
$29.3K ﹤0.01%
2,215
+1,547
811
$29K ﹤0.01%
1,340
+251
812
$28.9K ﹤0.01%
1,694
+341
813
$28.8K ﹤0.01%
132
814
$28.5K ﹤0.01%
+368
815
$28.1K ﹤0.01%
344
-3
816
$27.6K ﹤0.01%
80
-18
817
$27.4K ﹤0.01%
217
+40
818
$27.2K ﹤0.01%
114
+2
819
$27.1K ﹤0.01%
161
820
$26.7K ﹤0.01%
+270
821
$26.4K ﹤0.01%
1,512
-316
822
$26.2K ﹤0.01%
740
+13
823
$26.1K ﹤0.01%
2,401
+1,916
824
$26K ﹤0.01%
223
+9
825
$25.6K ﹤0.01%
889
+708
31 32
33
34 35