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
$2.34B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,242
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$3.23M
3
+$3.1M
4
V icon
Visa
V
+$3.09M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.02M

Top Sells

1
+$3.44M
2
+$3.32M
3
+$2.92M
4
MO icon
Altria Group
MO
+$2.86M
5
MCD icon
McDonald's
MCD
+$2.82M

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
1126
$868 ﹤0.01%
+11
1127
$849 ﹤0.01%
17
1128
$836 ﹤0.01%
28
1129
$833 ﹤0.01%
17
1130
$833 ﹤0.01%
45
1131
$819 ﹤0.01%
65
1132
$813 ﹤0.01%
+22
1133
$812 ﹤0.01%
10
1134
$811 ﹤0.01%
9
1135
$809 ﹤0.01%
+11
1136
$797 ﹤0.01%
+18
1137
$784 ﹤0.01%
201
1138
$780 ﹤0.01%
8
+4
1139
$774 ﹤0.01%
28
1140
$759 ﹤0.01%
3
1141
$754 ﹤0.01%
33
1142
$753 ﹤0.01%
+20
1143
$752 ﹤0.01%
71
1144
$743 ﹤0.01%
78
-2,694
1145
$735 ﹤0.01%
34
1146
$731 ﹤0.01%
+7
1147
$726 ﹤0.01%
6
1148
$695 ﹤0.01%
33
1149
$684 ﹤0.01%
7
1150
$668 ﹤0.01%
+13
44 45
46
47 48