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
826
$25.3K ﹤0.01%
556
-11
827
$25.3K ﹤0.01%
174
-4
828
$25.1K ﹤0.01%
263
-7
829
$24.9K ﹤0.01%
1,470
+135
830
$24.5K ﹤0.01%
271
+23
831
$24.3K ﹤0.01%
642
+425
832
$24.3K ﹤0.01%
297
833
$24.2K ﹤0.01%
519
-2
834
$23.6K ﹤0.01%
520
835
$23.3K ﹤0.01%
434
+71
836
$23.3K ﹤0.01%
91
837
$23.3K ﹤0.01%
237
838
$23.2K ﹤0.01%
444
+20
839
$23.1K ﹤0.01%
1,110
+30
840
$23K ﹤0.01%
469
841
$22.9K ﹤0.01%
960
-52
842
$22.7K ﹤0.01%
567
-57
843
$22.5K ﹤0.01%
67
844
$22.1K ﹤0.01%
549
-81
845
$21.8K ﹤0.01%
372
-48
846
$21.3K ﹤0.01%
139
847
$21.2K ﹤0.01%
176
+10
848
$20.7K ﹤0.01%
425
+82
849
$20.6K ﹤0.01%
277
+2
850
$20.5K ﹤0.01%
92
32 33
34
35 36