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
876
$11.8K ﹤0.01%
94
+4
877
$11.7K ﹤0.01%
335
-11
878
$11.5K ﹤0.01%
23
+3
879
$11.1K ﹤0.01%
36
+2
880
$11.1K ﹤0.01%
261
+205
881
$10.9K ﹤0.01%
129
+1
882
$10.8K ﹤0.01%
+281
883
$10.5K ﹤0.01%
146
-23
884
$10.2K ﹤0.01%
49
885
$10.1K ﹤0.01%
298
+236
886
$9.89K ﹤0.01%
133
-77
887
$9.68K ﹤0.01%
115
888
$9.56K ﹤0.01%
23
-6
889
$9.14K ﹤0.01%
35
+27
890
$9.14K ﹤0.01%
5
-1
891
$9.14K ﹤0.01%
1,247
-1,036
892
$9.01K ﹤0.01%
103
+33
893
$8.95K ﹤0.01%
67
894
$8.75K ﹤0.01%
344
-22
895
$8.73K ﹤0.01%
845
896
$8.57K ﹤0.01%
270
897
$8.44K ﹤0.01%
7
898
$8.37K ﹤0.01%
164
+159
899
$8.35K ﹤0.01%
356
-22
900
$8.35K ﹤0.01%
217
+168
34 35
36
37 38