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
$2.34B
AUM Growth
+$201M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,242
New
Increased
Reduced
Closed

Top Buys

1
+$28M
2
+$3.23M
3
+$3.1M
4
V icon
Visa
V
+$3.09M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$3.02M

Top Sells

1
+$3.44M
2
+$3.32M
3
+$2.92M
4
MO icon
Altria Group
MO
+$2.86M
5
MCD icon
McDonald's
MCD
+$2.82M

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
1201
$366 ﹤0.01%
36
1202
$364 ﹤0.01%
+4
1203
$364 ﹤0.01%
8
1204
$347 ﹤0.01%
+12
1205
$341 ﹤0.01%
8
1206
$315 ﹤0.01%
72
-3
1207
$315 ﹤0.01%
6
1208
$308 ﹤0.01%
11
1209
$295 ﹤0.01%
3
1210
$290 ﹤0.01%
8
1211
$283 ﹤0.01%
10
1212
$282 ﹤0.01%
2
-23
1213
$276 ﹤0.01%
+6
1214
$271 ﹤0.01%
9
1215
$261 ﹤0.01%
13
1216
$234 ﹤0.01%
1
1217
$40 ﹤0.01%
6
-152
1218
– –
-3
1219
– –
-9,423
1220
– –
-4,126
1221
– –
-21
1222
– –
-9
1223
– –
-10
1224
– –
-1
1225
– –
-143
46 47 48
49
50