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
1101
$655 ﹤0.01%
17
1102
$647 ﹤0.01%
33
1103
$646 ﹤0.01%
15
1104
$636 ﹤0.01%
7
1105
$627 ﹤0.01%
6
1106
$625 ﹤0.01%
34
1107
$612 ﹤0.01%
30
-169
1108
$595 ﹤0.01%
+51
1109
$593 ﹤0.01%
13
1110
$583 ﹤0.01%
6
1111
$582 ﹤0.01%
8
1112
$577 ﹤0.01%
9
1113
$568 ﹤0.01%
11
1114
$554 ﹤0.01%
5
1115
$550 ﹤0.01%
7
1116
$533 ﹤0.01%
16
1117
$529 ﹤0.01%
9
-4,382
1118
$529 ﹤0.01%
7
1119
$526 ﹤0.01%
3
1120
$523 ﹤0.01%
62
1121
$513 ﹤0.01%
14
-128
1122
$509 ﹤0.01%
11
1123
$493 ﹤0.01%
+33
1124
$491 ﹤0.01%
6
1125
$486 ﹤0.01%
24
-3
43 44
45
46 47