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
76
$6.32M 0.3%
52,697
+5,591
77
$6.29M 0.29%
112,711
+11,732
78
$6.17M 0.29%
136,335
+1,080
79
$6.15M 0.29%
63,705
-1,928
80
$6.01M 0.28%
79,183
+6,147
81
$5.96M 0.28%
19,514
-5,007
82
$5.91M 0.28%
47,098
+13,170
83
$5.86M 0.27%
67,242
-10,803
84
$5.84M 0.27%
23,851
+3,527
85
$5.76M 0.27%
117,774
-10,934
86
$5.71M 0.27%
19,698
-119
87
$5.67M 0.26%
41,854
-9,163
88
$5.64M 0.26%
22,066
-2,774
89
$5.6M 0.26%
106,165
-21,613
90
$5.56M 0.26%
40,185
-13,130
91
$5.54M 0.26%
34,614
-8,504
92
$5.51M 0.26%
62,068
+4,169
93
$5.5M 0.26%
107,597
+9,226
94
$5.47M 0.26%
30,962
-450
95
$5.25M 0.25%
10,503
+2,001
96
$5.23M 0.24%
30,404
+16,958
97
$5.23M 0.24%
228,582
-74,316
98
$5.18M 0.24%
38,996
+21,928
99
$5.15M 0.24%
77,845
-1,962
100
$5.09M 0.24%
78,690
-2,712
2 3
4
5 6