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
951
$5.54K ﹤0.01%
375
-131
952
$5.4K ﹤0.01%
251
953
$5.3K ﹤0.01%
45
+3
954
$5.23K ﹤0.01%
73
+40
955
$5.15K ﹤0.01%
129
+99
956
$5.13K ﹤0.01%
117
957
$4.98K ﹤0.01%
28
+23
958
$4.97K ﹤0.01%
47
959
$4.95K ﹤0.01%
20
-106
960
$4.95K ﹤0.01%
83
-8,815
961
$4.93K ﹤0.01%
32
962
$4.84K ﹤0.01%
654
-593
963
$4.77K ﹤0.01%
56
964
$4.68K ﹤0.01%
17
965
$4.6K ﹤0.01%
88
966
$4.59K ﹤0.01%
41
+19
967
$4.51K ﹤0.01%
192
-84
968
$4.41K ﹤0.01%
137
-4,850
969
$4.37K ﹤0.01%
49
+25
970
$4.37K ﹤0.01%
83
971
$4.32K ﹤0.01%
169
972
$4.25K ﹤0.01%
+86
973
$4.17K ﹤0.01%
86
974
$4.15K ﹤0.01%
114
975
$4.08K ﹤0.01%
88
37 38
39
40 41