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
1176
$519 ﹤0.01%
7
+2
1177
$517 ﹤0.01%
15
1178
$512 ﹤0.01%
+21
1179
$509 ﹤0.01%
+8
1180
$506 ﹤0.01%
+7
1181
$504 ﹤0.01%
6
1182
$487 ﹤0.01%
7
1183
$479 ﹤0.01%
6
1184
$478 ﹤0.01%
13
1185
$473 ﹤0.01%
+6
1186
$461 ﹤0.01%
9
1187
$453 ﹤0.01%
5
1188
$450 ﹤0.01%
6
1189
$448 ﹤0.01%
11
1190
$446 ﹤0.01%
3
-18
1191
$445 ﹤0.01%
+7
1192
$445 ﹤0.01%
1
1193
$439 ﹤0.01%
5
1194
$428 ﹤0.01%
84
-2,263
1195
$423 ﹤0.01%
10
1196
$405 ﹤0.01%
42
1197
$401 ﹤0.01%
4
1198
$398 ﹤0.01%
+3
1199
$394 ﹤0.01%
6
1200
$389 ﹤0.01%
2
-16
46 47
48
49 50