TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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
+$13.3M
2
+$9.22M
3
+$8.21M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$5.09M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.25M

Top Sells

1
+$11.5M
2
+$5.37M
3
+$3.15M
4
DOCU
DocuSign
DOCU
+$2.81M
5
OLED icon
Universal Display
OLED
+$1.99M

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
$927 ﹤0.01%
5
1077
$922 ﹤0.01%
7
-4
1078
$919 ﹤0.01%
86
1079
$916 ﹤0.01%
33
1080
$873 ﹤0.01%
14
1081
$870 ﹤0.01%
53
1082
$869 ﹤0.01%
28
1083
$866 ﹤0.01%
35
1084
$859 ﹤0.01%
46
1085
$851 ﹤0.01%
14
1086
$843 ﹤0.01%
17
1087
$839 ﹤0.01%
27
1088
$837 ﹤0.01%
30
-94
1089
$813 ﹤0.01%
45
1090
$799 ﹤0.01%
9
1091
$799 ﹤0.01%
71
1092
$775 ﹤0.01%
+166
1093
$771 ﹤0.01%
65
1094
$751 ﹤0.01%
28
1095
$725 ﹤0.01%
10
1096
$717 ﹤0.01%
36
1097
$701 ﹤0.01%
3
1098
$667 ﹤0.01%
201
1099
$658 ﹤0.01%
46
1100
$657 ﹤0.01%
5
42 43
44
45 46