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
1076
$1.3K ﹤0.01%
75
1077
$1.28K ﹤0.01%
46
1078
$1.25K ﹤0.01%
73
1079
$1.24K ﹤0.01%
146
1080
$1.23K ﹤0.01%
53
1081
$1.23K ﹤0.01%
19
1082
$1.21K ﹤0.01%
35
1083
$1.21K ﹤0.01%
+4
1084
$1.21K ﹤0.01%
19
1085
$1.19K ﹤0.01%
27
1086
$1.17K ﹤0.01%
+10
1087
$1.16K ﹤0.01%
4
1088
$1.15K ﹤0.01%
56
1089
$1.15K ﹤0.01%
39
-489
1090
$1.15K ﹤0.01%
14
1091
$1.15K ﹤0.01%
123
1092
$1.15K ﹤0.01%
6
1093
$1.14K ﹤0.01%
68
1094
$1.13K ﹤0.01%
120
-5,082
1095
$1.13K ﹤0.01%
+43
1096
$1.13K ﹤0.01%
71
1097
$1.13K ﹤0.01%
46
1098
$1.12K ﹤0.01%
28
1099
$1.11K ﹤0.01%
18
1100
$1.1K ﹤0.01%
19
42 43
44
45 46