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
976
$2.86K ﹤0.01%
270
+79
977
$2.86K ﹤0.01%
120
-10
978
$2.83K ﹤0.01%
45
+19
979
$2.79K ﹤0.01%
37
-6
980
$2.79K ﹤0.01%
37
+15
981
$2.78K ﹤0.01%
81
-1,874
982
$2.75K ﹤0.01%
90
983
$2.65K ﹤0.01%
12
984
$2.57K ﹤0.01%
303
-35,630
985
$2.51K ﹤0.01%
12
986
$2.48K ﹤0.01%
+43
987
$2.44K ﹤0.01%
33
988
$2.4K ﹤0.01%
+32
989
$2.39K ﹤0.01%
22
990
$2.39K ﹤0.01%
+85
991
$2.36K ﹤0.01%
233
992
$2.35K ﹤0.01%
17
993
$2.32K ﹤0.01%
74
994
$2.32K ﹤0.01%
134
+100
995
$2.31K ﹤0.01%
61
996
$2.27K ﹤0.01%
60
+1
997
$2.25K ﹤0.01%
43
998
$2.21K ﹤0.01%
132
999
$2.21K ﹤0.01%
+6
1000
$2.19K ﹤0.01%
57
38 39
40
41 42