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
901
$11.8K ﹤0.01%
148
+108
902
$11.8K ﹤0.01%
153
+7
903
$11.7K ﹤0.01%
333
-2
904
$11.6K ﹤0.01%
2,493
-1,063
905
$11.4K ﹤0.01%
290
+9
906
$11.3K ﹤0.01%
432
-1,293
907
$11.2K ﹤0.01%
394
-570
908
$10.9K ﹤0.01%
412
+327
909
$10.9K ﹤0.01%
148
-445
910
$10.8K ﹤0.01%
+1,233
911
$10.4K ﹤0.01%
298
912
$10.1K ﹤0.01%
85
+1
913
$9.72K ﹤0.01%
152
-12
914
$9.64K ﹤0.01%
21
915
$9.56K ﹤0.01%
371
+27
916
$9.55K ﹤0.01%
+252
917
$9.33K ﹤0.01%
50
+1
918
$8.79K ﹤0.01%
164
919
$8.78K ﹤0.01%
47
+11
920
$8.78K ﹤0.01%
+130
921
$8.68K ﹤0.01%
115
922
$8.67K ﹤0.01%
356
923
$8.4K ﹤0.01%
49
924
$7.87K ﹤0.01%
118
-15
925
$7.8K ﹤0.01%
388
+45
35 36
37
38 39