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
1151
$378 ﹤0.01%
5
1152
$357 ﹤0.01%
8
1153
$336 ﹤0.01%
5
1154
$334 ﹤0.01%
+35
1155
$324 ﹤0.01%
6
1156
$319 ﹤0.01%
12
1157
$305 ﹤0.01%
4
1158
$304 ﹤0.01%
75
1159
$296 ﹤0.01%
3
1160
$293 ﹤0.01%
8
-13
1161
$290 ﹤0.01%
11
1162
$274 ﹤0.01%
10
1163
$271 ﹤0.01%
21
1164
$265 ﹤0.01%
9
1165
$259 ﹤0.01%
13
1166
– –
-5
1167
– –
-210
1168
– –
-37
1169
– –
-3
1170
– –
-13
1171
– –
-1,676
1172
– –
-7
1173
– –
-131
1174
– –
-1
1175
– –
-11,511
45 46
47
48 49