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
1151
$684 ﹤0.01%
7
1152
$668 ﹤0.01%
+13
1153
$659 ﹤0.01%
30
1154
$622 ﹤0.01%
16
1155
$621 ﹤0.01%
13
1156
$617 ﹤0.01%
+12
1157
$614 ﹤0.01%
+21
1158
$613 ﹤0.01%
5
1159
$612 ﹤0.01%
50
-253
1160
$606 ﹤0.01%
11
1161
$602 ﹤0.01%
8
1162
$598 ﹤0.01%
+7
1163
$597 ﹤0.01%
36
1164
$593 ﹤0.01%
+6
1165
$590 ﹤0.01%
19
-914
1166
$581 ﹤0.01%
3
1167
$570 ﹤0.01%
9
1168
$569 ﹤0.01%
5
1169
$562 ﹤0.01%
24
1170
$557 ﹤0.01%
7
1171
$543 ﹤0.01%
+14
1172
$535 ﹤0.01%
62
1173
$528 ﹤0.01%
6
1174
$523 ﹤0.01%
40
1175
$521 ﹤0.01%
14
45 46
47
48 49