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
851
$20.4K ﹤0.01%
407
+110
852
$20.3K ﹤0.01%
910
853
$19.6K ﹤0.01%
118
-11
854
$19.5K ﹤0.01%
341
-2
855
$19.1K ﹤0.01%
122
+2
856
$18.1K ﹤0.01%
168
-11
857
$17.9K ﹤0.01%
85
858
$17.9K ﹤0.01%
12,680
-48,735
859
$17.7K ﹤0.01%
157
-8
860
$17.2K ﹤0.01%
97
861
$17.2K ﹤0.01%
109
862
$16.9K ﹤0.01%
218
+35
863
$16.8K ﹤0.01%
144
+3
864
$16.8K ﹤0.01%
1,000
865
$16.4K ﹤0.01%
487
+11
866
$16.3K ﹤0.01%
896
-2,688
867
$16.2K ﹤0.01%
431
868
$16.1K ﹤0.01%
+157
869
$16.1K ﹤0.01%
197
+152
870
$15.9K ﹤0.01%
+89
871
$15.8K ﹤0.01%
127
872
$15.6K ﹤0.01%
478
-182
873
$15.5K ﹤0.01%
232
874
$15.2K ﹤0.01%
236
+193
875
$15.2K ﹤0.01%
69
+3
33 34
35
36 37