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
901
$8.29K ﹤0.01%
84
902
$8.27K ﹤0.01%
373
+232
903
$8.17K ﹤0.01%
668
+480
904
$7.35K ﹤0.01%
49
+13
905
$7.3K ﹤0.01%
343
+84
906
$7.13K ﹤0.01%
+44
907
$6.95K ﹤0.01%
506
-26
908
$6.93K ﹤0.01%
+148
909
$6.84K ﹤0.01%
21
-7
910
$6.73K ﹤0.01%
36
911
$6.7K ﹤0.01%
276
-32
912
$6.67K ﹤0.01%
62
913
$6.6K ﹤0.01%
68
914
$6.23K ﹤0.01%
424
915
$6.18K ﹤0.01%
70
916
$6.12K ﹤0.01%
514
+311
917
$6.05K ﹤0.01%
239
-126
918
$6.01K ﹤0.01%
40
-35
919
$5.96K ﹤0.01%
73
920
$5.96K ﹤0.01%
53
+44
921
$5.89K ﹤0.01%
215
922
$5.58K ﹤0.01%
130
+12
923
$5.36K ﹤0.01%
251
924
$5.35K ﹤0.01%
117
925
$5.34K ﹤0.01%
245
-8
35 36
37
38 39