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
1051
$1.69K ﹤0.01%
39
1052
$1.64K ﹤0.01%
22
1053
$1.63K ﹤0.01%
21
1054
$1.61K ﹤0.01%
172
1055
$1.59K ﹤0.01%
39
1056
$1.58K ﹤0.01%
95
-2,266
1057
$1.55K ﹤0.01%
11
1058
$1.55K ﹤0.01%
4
1059
$1.51K ﹤0.01%
29
1060
$1.48K ﹤0.01%
84
1061
$1.48K ﹤0.01%
120
1062
$1.48K ﹤0.01%
28
1063
$1.47K ﹤0.01%
12
1064
$1.46K ﹤0.01%
15
1065
$1.46K ﹤0.01%
+9
1066
$1.44K ﹤0.01%
+18
1067
$1.43K ﹤0.01%
38
+25
1068
$1.42K ﹤0.01%
62
1069
$1.4K ﹤0.01%
43
1070
$1.37K ﹤0.01%
13
1071
$1.37K ﹤0.01%
12
1072
$1.34K ﹤0.01%
86
1073
$1.32K ﹤0.01%
29
1074
$1.31K ﹤0.01%
193
1075
$1.31K ﹤0.01%
23
+3
41 42
43
44 45