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
876
$15.1K ﹤0.01%
+104
877
$15K ﹤0.01%
178
-27
878
$14.9K ﹤0.01%
43
+7
879
$14.8K ﹤0.01%
46
-9
880
$14.7K ﹤0.01%
308
-22
881
$14.5K ﹤0.01%
166
+37
882
$14.5K ﹤0.01%
135
+3
883
$14.3K ﹤0.01%
+269
884
$14.2K ﹤0.01%
183
885
$14.2K ﹤0.01%
845
886
$14K ﹤0.01%
314
+44
887
$13.9K ﹤0.01%
1,489
+1,171
888
$13.7K ﹤0.01%
143
-4
889
$13.7K ﹤0.01%
+144
890
$13.5K ﹤0.01%
883
-11
891
$13.4K ﹤0.01%
7
+2
892
$13.2K ﹤0.01%
173
+163
893
$12.8K ﹤0.01%
672
+491
894
$12.7K ﹤0.01%
+9
895
$12.6K ﹤0.01%
167
+145
896
$12.4K ﹤0.01%
40
+5
897
$12.3K ﹤0.01%
386
898
$12.1K ﹤0.01%
30
+7
899
$12K ﹤0.01%
98
+4
900
$11.9K ﹤0.01%
195
-584
34 35
36
37 38