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
1051
$1.15K ﹤0.01%
18
1052
$1.14K ﹤0.01%
21
1053
$1.14K ﹤0.01%
14
-65
1054
$1.14K ﹤0.01%
50
+3
1055
$1.13K ﹤0.01%
193
1056
$1.13K ﹤0.01%
16
1057
$1.13K ﹤0.01%
25
1058
$1.12K ﹤0.01%
4
1059
$1.08K ﹤0.01%
6
1060
$1.08K ﹤0.01%
19
1061
$1.08K ﹤0.01%
6
1062
$1.07K ﹤0.01%
14
1063
$1.06K ﹤0.01%
46
+31
1064
$1.06K ﹤0.01%
31
1065
$1.05K ﹤0.01%
+10
1066
$1.04K ﹤0.01%
3
1067
$1.03K ﹤0.01%
15
1068
$1.02K ﹤0.01%
29
1069
$1.02K ﹤0.01%
90
1070
$1K ﹤0.01%
24
1071
$999 ﹤0.01%
7
1072
$998 ﹤0.01%
150
1073
$992 ﹤0.01%
71
1074
$987 ﹤0.01%
86
1075
$970 ﹤0.01%
158
-21
41 42
43
44 45