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
1126
$491 ﹤0.01%
6
1127
$486 ﹤0.01%
24
-3
1128
$480 ﹤0.01%
+40
1129
$479 ﹤0.01%
6
1130
$462 ﹤0.01%
+11
1131
$462 ﹤0.01%
+18
1132
$460 ﹤0.01%
13
1133
$444 ﹤0.01%
10
1134
$443 ﹤0.01%
+13
1135
$439 ﹤0.01%
38
1136
$437 ﹤0.01%
5
1137
$432 ﹤0.01%
+18
1138
$424 ﹤0.01%
+15
1139
$422 ﹤0.01%
6
1140
$422 ﹤0.01%
36
1141
$418 ﹤0.01%
5
1142
$417 ﹤0.01%
+3
1143
$415 ﹤0.01%
42
1144
$413 ﹤0.01%
+10
1145
$411 ﹤0.01%
+1
1146
$401 ﹤0.01%
6
1147
$400 ﹤0.01%
4
-3
1148
$400 ﹤0.01%
+1
1149
$385 ﹤0.01%
5
1150
$382 ﹤0.01%
8
44 45
46
47 48