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
1026
$1.45K ﹤0.01%
29
1027
$1.45K ﹤0.01%
11
1028
$1.43K ﹤0.01%
72
1029
$1.4K ﹤0.01%
29
1030
$1.35K ﹤0.01%
30
-73
1031
$1.33K ﹤0.01%
84
1032
$1.32K ﹤0.01%
39
1033
$1.29K ﹤0.01%
+35
1034
$1.29K ﹤0.01%
27
1035
$1.28K ﹤0.01%
4
-60
1036
$1.28K ﹤0.01%
73
1037
$1.27K ﹤0.01%
75
1038
$1.26K ﹤0.01%
19
1039
$1.25K ﹤0.01%
62
1040
$1.25K ﹤0.01%
19
1041
$1.25K ﹤0.01%
123
1042
$1.24K ﹤0.01%
28
1043
$1.24K ﹤0.01%
13
1044
$1.24K ﹤0.01%
68
1045
$1.24K ﹤0.01%
56
1046
$1.22K ﹤0.01%
19
1047
$1.2K ﹤0.01%
+9
1048
$1.19K ﹤0.01%
146
-1,187
1049
$1.16K ﹤0.01%
43
1050
$1.16K ﹤0.01%
28
40 41
42
43 44