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
1076
$954 ﹤0.01%
10
1077
$950 ﹤0.01%
34
1078
$927 ﹤0.01%
5
1079
$922 ﹤0.01%
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-4
1080
$919 ﹤0.01%
86
1081
$916 ﹤0.01%
33
1082
$873 ﹤0.01%
14
1083
$870 ﹤0.01%
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1084
$869 ﹤0.01%
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1085
$866 ﹤0.01%
35
1086
$859 ﹤0.01%
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1087
$851 ﹤0.01%
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1088
$843 ﹤0.01%
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1089
$839 ﹤0.01%
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1090
$837 ﹤0.01%
30
-94
1091
$813 ﹤0.01%
45
1092
$799 ﹤0.01%
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1093
$799 ﹤0.01%
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1094
$775 ﹤0.01%
+166
1095
$771 ﹤0.01%
65
1096
$751 ﹤0.01%
28
1097
$725 ﹤0.01%
10
1098
$717 ﹤0.01%
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1099
$701 ﹤0.01%
3
1100
$667 ﹤0.01%
201
42 43
44
45 46