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
1001
$3.18K ﹤0.01%
270
1002
$3.13K ﹤0.01%
26
1003
$3.04K ﹤0.01%
89
-1
1004
$3.02K ﹤0.01%
11
1005
$2.95K ﹤0.01%
58
-677
1006
$2.94K ﹤0.01%
12
1007
$2.9K ﹤0.01%
120
1008
$2.9K ﹤0.01%
105
-1,281
1009
$2.85K ﹤0.01%
81
1010
$2.85K ﹤0.01%
35
-2
1011
$2.78K ﹤0.01%
107
+48
1012
$2.75K ﹤0.01%
+20
1013
$2.68K ﹤0.01%
19
+7
1014
$2.61K ﹤0.01%
60
1015
$2.55K ﹤0.01%
32
-3,386
1016
$2.55K ﹤0.01%
140
1017
$2.55K ﹤0.01%
+12
1018
$2.52K ﹤0.01%
36
+31
1019
$2.51K ﹤0.01%
10
1020
$2.5K ﹤0.01%
+19
1021
$2.49K ﹤0.01%
71
+40
1022
$2.49K ﹤0.01%
74
1023
$2.45K ﹤0.01%
43
1024
$2.45K ﹤0.01%
+36
1025
$2.4K ﹤0.01%
77
+47
39 40
41
42 43