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
826
$20.3K ﹤0.01%
1,000
827
$20.3K ﹤0.01%
1,080
-19
828
$20.1K ﹤0.01%
166
+24
829
$20K ﹤0.01%
660
-78
830
$19.9K ﹤0.01%
434
-18
831
$19.9K ﹤0.01%
621
+405
832
$19.8K ﹤0.01%
+2,000
833
$19.5K ﹤0.01%
+1,089
834
$19.4K ﹤0.01%
2,772
-1,279
835
$19.2K ﹤0.01%
+579
836
$19K ﹤0.01%
275
-11
837
$18.6K ﹤0.01%
658
+398
838
$18.3K ﹤0.01%
363
+59
839
$18K ﹤0.01%
165
-7
840
$17.9K ﹤0.01%
85
-3
841
$17.9K ﹤0.01%
179
-23
842
$17.5K ﹤0.01%
343
-79
843
$17K ﹤0.01%
120
844
$17K ﹤0.01%
209
+153
845
$16.9K ﹤0.01%
910
846
$16.9K ﹤0.01%
343
-45
847
$16.7K ﹤0.01%
205
-130
848
$16.6K ﹤0.01%
431
849
$16.4K ﹤0.01%
55
850
$16.2K ﹤0.01%
297
+63
32 33
34
35 36