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
1151
$336 ﹤0.01%
5
1152
$334 ﹤0.01%
+1
1153
$324 ﹤0.01%
6
1154
$319 ﹤0.01%
12
1155
$305 ﹤0.01%
4
1156
$304 ﹤0.01%
75
1157
$296 ﹤0.01%
3
1158
$293 ﹤0.01%
8
-13
1159
$290 ﹤0.01%
11
1160
$274 ﹤0.01%
10
1161
$271 ﹤0.01%
21
1162
$265 ﹤0.01%
9
1163
$259 ﹤0.01%
13
1164
– –
-5
1165
– –
-210
1166
– –
-37
1167
– –
-3
1168
– –
-13
1169
– –
-1,676
1170
– –
-7
1171
– –
-131
1172
– –
-1
1173
– –
-11,511
1174
– –
-18
1175
– –
-36,985
45 46
47
48 49