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
1001
$2.18K ﹤0.01%
101
+39
1002
$2.06K ﹤0.01%
137
1003
$2.04K ﹤0.01%
23
1004
$2.01K ﹤0.01%
33
1005
$2K ﹤0.01%
24
1006
$1.91K ﹤0.01%
+14
1007
$1.89K ﹤0.01%
18
1008
$1.88K ﹤0.01%
14
1009
$1.87K ﹤0.01%
59
1010
$1.86K ﹤0.01%
27
+18
1011
$1.82K ﹤0.01%
10
+3
1012
$1.81K ﹤0.01%
36
1013
$1.81K ﹤0.01%
39
1014
$1.67K ﹤0.01%
22
1015
$1.65K ﹤0.01%
12
1016
$1.63K ﹤0.01%
20
1017
$1.57K ﹤0.01%
22
1018
$1.56K ﹤0.01%
21
-21
1019
$1.56K ﹤0.01%
12
1020
$1.55K ﹤0.01%
172
1021
$1.52K ﹤0.01%
120
1022
$1.52K ﹤0.01%
28
+6
1023
$1.51K ﹤0.01%
12
1024
$1.5K ﹤0.01%
20
-7
1025
$1.46K ﹤0.01%
15
-38
39 40
41
42 43