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
851
$15.9K ﹤0.01%
97
852
$15.8K ﹤0.01%
330
+30
853
$15.7K ﹤0.01%
+112
854
$15.5K ﹤0.01%
141
-9
855
$15.3K ﹤0.01%
164
-377
856
$14.8K ﹤0.01%
+542
857
$14.8K ﹤0.01%
528
+8
858
$14.7K ﹤0.01%
232
+31
859
$14.5K ﹤0.01%
147
-17
860
$14.5K ﹤0.01%
127
861
$14.4K ﹤0.01%
+1,012
862
$14.3K ﹤0.01%
183
+182
863
$14.2K ﹤0.01%
109
+103
864
$14.2K ﹤0.01%
476
-19
865
$14K ﹤0.01%
132
+27
866
$13.8K ﹤0.01%
66
-10
867
$13.8K ﹤0.01%
+3,556
868
$12.8K ﹤0.01%
183
-4
869
$12.6K ﹤0.01%
2,347
+2,263
870
$12.6K ﹤0.01%
140
+56
871
$12.3K ﹤0.01%
894
+166
872
$12.1K ﹤0.01%
267
+200
873
$11.9K ﹤0.01%
+143
874
$11.9K ﹤0.01%
386
875
$11.8K ﹤0.01%
500
-274
33 34
35
36 37