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
1126
$480 ﹤0.01%
+40
1127
$479 ﹤0.01%
6
1128
$462 ﹤0.01%
+11
1129
$462 ﹤0.01%
+18
1130
$460 ﹤0.01%
13
1131
$444 ﹤0.01%
10
1132
$443 ﹤0.01%
+13
1133
$439 ﹤0.01%
38
1134
$437 ﹤0.01%
5
1135
$432 ﹤0.01%
+18
1136
$424 ﹤0.01%
+15
1137
$422 ﹤0.01%
6
1138
$422 ﹤0.01%
36
1139
$418 ﹤0.01%
5
1140
$417 ﹤0.01%
+3
1141
$415 ﹤0.01%
42
1142
$413 ﹤0.01%
+10
1143
$411 ﹤0.01%
+1
1144
$401 ﹤0.01%
6
1145
$400 ﹤0.01%
4
-3
1146
$400 ﹤0.01%
+1
1147
$385 ﹤0.01%
5
1148
$382 ﹤0.01%
8
1149
$378 ﹤0.01%
5
1150
$357 ﹤0.01%
8
44 45
46
47 48