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
1101
$1.09K ﹤0.01%
50
1102
$1.09K ﹤0.01%
24
1103
$1.06K ﹤0.01%
14
1104
$1.04K ﹤0.01%
90
1105
$1.03K ﹤0.01%
6
1106
$1.03K ﹤0.01%
3
1107
$1.02K ﹤0.01%
14
1108
$1.01K ﹤0.01%
150
1109
$1.01K ﹤0.01%
34
1110
$998 ﹤0.01%
86
1111
$993 ﹤0.01%
15
1112
$974 ﹤0.01%
29
1113
$969 ﹤0.01%
10
1114
$935 ﹤0.01%
7
1115
$920 ﹤0.01%
33
1116
$916 ﹤0.01%
35
1117
$912 ﹤0.01%
+12
1118
$912 ﹤0.01%
25
1119
$909 ﹤0.01%
14
1120
$906 ﹤0.01%
+2
1121
$904 ﹤0.01%
21
1122
$899 ﹤0.01%
+16
1123
$889 ﹤0.01%
46
1124
$886 ﹤0.01%
27
1125
$874 ﹤0.01%
+9
43 44
45
46 47