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
926
$7.18K ﹤0.01%
516
+2
927
$7.15K ﹤0.01%
7
928
$7.07K ﹤0.01%
62
929
$7.04K ﹤0.01%
+62
930
$6.96K ﹤0.01%
73
931
$6.95K ﹤0.01%
68
932
$6.95K ﹤0.01%
40
933
$6.84K ﹤0.01%
250
+11
934
$6.81K ﹤0.01%
29
935
$6.73K ﹤0.01%
74
+4
936
$6.65K ﹤0.01%
241
+26
937
$6.57K ﹤0.01%
53
938
$6.56K ﹤0.01%
+133
939
$6.43K ﹤0.01%
+66
940
$6.24K ﹤0.01%
329
941
$6.24K ﹤0.01%
1,172
-30,015
942
$6.06K ﹤0.01%
50
+36
943
$6.03K ﹤0.01%
13
-10
944
$6.01K ﹤0.01%
112
-2,077
945
$5.92K ﹤0.01%
170
946
$5.87K ﹤0.01%
130
947
$5.86K ﹤0.01%
32
948
$5.79K ﹤0.01%
424
949
$5.59K ﹤0.01%
33
950
$5.59K ﹤0.01%
238
-7
36 37
38
39 40