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
1201
– –
-14,849
1202
– –
-7,040
1203
– –
-4
1204
– –
-16
1205
– –
-7
1206
– –
-63
1207
– –
-20
1208
– –
-10
1209
– –
-4,724
1210
– –
-10
1211
– –
-386
1212
– –
-3,506
1213
– –
-198
1214
– –
-21
1215
– –
-5
1216
– –
-12
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