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
951
$3.5K ﹤0.01%
45
+38
952
$3.5K ﹤0.01%
18
953
$3.49K ﹤0.01%
39
954
$3.48K ﹤0.01%
37
955
$3.48K ﹤0.01%
33
-275
956
$3.37K ﹤0.01%
+40
957
$3.37K ﹤0.01%
21
-1,550
958
$3.34K ﹤0.01%
130
959
$3.31K ﹤0.01%
+58
960
$3.31K ﹤0.01%
26
961
$3.3K ﹤0.01%
47
962
$3.28K ﹤0.01%
+35
963
$3.21K ﹤0.01%
249
964
$3.2K ﹤0.01%
+76
965
$3.16K ﹤0.01%
140
-16
966
$3.1K ﹤0.01%
52
-858
967
$3.06K ﹤0.01%
105
-10
968
$3.06K ﹤0.01%
140
-14
969
$3.03K ﹤0.01%
34
970
$2.98K ﹤0.01%
11
971
$2.96K ﹤0.01%
18
972
$2.93K ﹤0.01%
+62
973
$2.92K ﹤0.01%
+181
974
$2.91K ﹤0.01%
+318
975
$2.88K ﹤0.01%
40
37 38
39
40 41