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
926
$5.33K ﹤0.01%
329
927
$5.17K ﹤0.01%
42
+6
928
$5K ﹤0.01%
+485
929
$4.91K ﹤0.01%
88
930
$4.77K ﹤0.01%
32
931
$4.77K ﹤0.01%
16
-10
932
$4.75K ﹤0.01%
170
933
$4.72K ﹤0.01%
267
-29,162
934
$4.66K ﹤0.01%
33
935
$4.66K ﹤0.01%
32
+13
936
$4.55K ﹤0.01%
17
+3
937
$4.51K ﹤0.01%
56
938
$4.42K ﹤0.01%
+181
939
$4.37K ﹤0.01%
114
-2,347
940
$4.14K ﹤0.01%
169
941
$4.14K ﹤0.01%
10
-26
942
$4.06K ﹤0.01%
86
943
$3.89K ﹤0.01%
18
+16
944
$3.88K ﹤0.01%
210
+40
945
$3.87K ﹤0.01%
83
946
$3.8K ﹤0.01%
29
-289
947
$3.7K ﹤0.01%
84
948
$3.61K ﹤0.01%
88
949
$3.54K ﹤0.01%
25
+23
950
$3.54K ﹤0.01%
60
+23
36 37
38
39 40