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
1101
$658 ﹤0.01%
46
1102
$657 ﹤0.01%
5
1103
$655 ﹤0.01%
17
1104
$647 ﹤0.01%
33
1105
$646 ﹤0.01%
15
1106
$636 ﹤0.01%
7
1107
$627 ﹤0.01%
6
1108
$625 ﹤0.01%
34
1109
$612 ﹤0.01%
30
-169
1110
$595 ﹤0.01%
+51
1111
$593 ﹤0.01%
13
1112
$583 ﹤0.01%
6
1113
$582 ﹤0.01%
8
1114
$577 ﹤0.01%
9
1115
$568 ﹤0.01%
11
1116
$554 ﹤0.01%
5
1117
$550 ﹤0.01%
7
1118
$533 ﹤0.01%
16
1119
$529 ﹤0.01%
9
-4,382
1120
$529 ﹤0.01%
7
1121
$526 ﹤0.01%
3
1122
$523 ﹤0.01%
62
1123
$513 ﹤0.01%
14
-128
1124
$509 ﹤0.01%
11
1125
$493 ﹤0.01%
+33
43 44
45
46 47