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
76
$6.91M 0.29%
76,771
+14,703
77
$6.88M 0.29%
117,640
+4,929
78
$6.8M 0.29%
122,542
+5,400
79
$6.63M 0.28%
116,430
+1,645
80
$6.54M 0.28%
45,915
-12,746
81
$6.54M 0.28%
120,811
+14,646
82
$6.42M 0.27%
163,434
+34,160
83
$6.28M 0.27%
8,705
-1,656
84
$6.22M 0.27%
83,075
-6,179
85
$6.11M 0.26%
61,905
-1,800
86
$6.1M 0.26%
19,133
-381
87
$6.05M 0.26%
39,166
+170
88
$5.92M 0.25%
15,659
+3,401
89
$5.91M 0.25%
81,202
+7,883
90
$5.8M 0.25%
128,006
+72,381
91
$5.67M 0.24%
69,712
+15,770
92
$5.65M 0.24%
66,765
+11,928
93
$5.49M 0.23%
33,143
-1,471
94
$5.44M 0.23%
18,651
+322
95
$5.38M 0.23%
55,855
+15,216
96
$5.37M 0.23%
98,930
+9,374
97
$5.27M 0.23%
9,595
-908
98
$5.12M 0.22%
18,436
-3,630
99
$5.04M 0.22%
43,178
+6,838
100
$4.97M 0.21%
23,883
-153
2 3
4
5 6