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
1126
$872 ﹤0.01%
3
-13
1127
$870 ﹤0.01%
7
1128
$868 ﹤0.01%
+11
1129
$849 ﹤0.01%
17
1130
$836 ﹤0.01%
28
1131
$833 ﹤0.01%
17
1132
$833 ﹤0.01%
45
1133
$819 ﹤0.01%
65
1134
$813 ﹤0.01%
+22
1135
$812 ﹤0.01%
10
1136
$811 ﹤0.01%
9
1137
$809 ﹤0.01%
+11
1138
$797 ﹤0.01%
+18
1139
$784 ﹤0.01%
201
1140
$780 ﹤0.01%
8
+4
1141
$774 ﹤0.01%
28
1142
$759 ﹤0.01%
3
1143
$754 ﹤0.01%
33
1144
$753 ﹤0.01%
+20
1145
$752 ﹤0.01%
71
1146
$743 ﹤0.01%
78
-2,694
1147
$735 ﹤0.01%
34
1148
$731 ﹤0.01%
+7
1149
$726 ﹤0.01%
6
1150
$695 ﹤0.01%
33
44 45
46
47 48