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
976
$4.04K ﹤0.01%
94
-523
977
$4K ﹤0.01%
48
+11
978
$4K ﹤0.01%
37
+4
979
$3.94K ﹤0.01%
84
980
$3.89K ﹤0.01%
130
981
$3.86K ﹤0.01%
37
982
$3.79K ﹤0.01%
+38
983
$3.71K ﹤0.01%
200
-10
984
$3.69K ﹤0.01%
60
985
$3.61K ﹤0.01%
39
+5
986
$3.59K ﹤0.01%
18
987
$3.55K ﹤0.01%
168
-205
988
$3.49K ﹤0.01%
121
+16
989
$3.49K ﹤0.01%
140
990
$3.47K ﹤0.01%
40
991
$3.44K ﹤0.01%
18
992
$3.41K ﹤0.01%
249
993
$3.34K ﹤0.01%
67
-200
994
$3.29K ﹤0.01%
39
995
$3.28K ﹤0.01%
54
+2
996
$3.27K ﹤0.01%
7
+1
997
$3.24K ﹤0.01%
45
998
$3.23K ﹤0.01%
76
999
$3.19K ﹤0.01%
62
1000
$3.19K ﹤0.01%
23
-89
38 39
40
41 42