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
1026
$2.35K ﹤0.01%
233
1027
$2.33K ﹤0.01%
12
1028
$2.33K ﹤0.01%
134
1029
$2.3K ﹤0.01%
+14
1030
$2.3K ﹤0.01%
17
1031
$2.29K ﹤0.01%
+9
1032
$2.28K ﹤0.01%
+48
1033
$2.23K ﹤0.01%
132
1034
$2.22K ﹤0.01%
57
1035
$2.15K ﹤0.01%
+13
1036
$2.11K ﹤0.01%
+16
1037
$2.09K ﹤0.01%
+53
1038
$2.08K ﹤0.01%
101
1039
$2.05K ﹤0.01%
36
1040
$2.04K ﹤0.01%
33
1041
$2.04K ﹤0.01%
+29
1042
$2.03K ﹤0.01%
23
1043
$2.02K ﹤0.01%
61
1044
$1.99K ﹤0.01%
14
1045
$1.94K ﹤0.01%
137
1046
$1.93K ﹤0.01%
20
1047
$1.91K ﹤0.01%
+82
1048
$1.84K ﹤0.01%
87
-1,519
1049
$1.8K ﹤0.01%
30
+2
1050
$1.8K ﹤0.01%
27
40 41
42
43 44