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
1201
$376 ﹤0.01%
38
1202
$372 ﹤0.01%
5
1203
$366 ﹤0.01%
36
1204
$364 ﹤0.01%
8
1205
$364 ﹤0.01%
+4
1206
$347 ﹤0.01%
+12
1207
$341 ﹤0.01%
8
1208
$315 ﹤0.01%
6
1209
$315 ﹤0.01%
72
-3
1210
$308 ﹤0.01%
11
1211
$295 ﹤0.01%
3
1212
$290 ﹤0.01%
8
1213
$283 ﹤0.01%
10
1214
$282 ﹤0.01%
2
-23
1215
$276 ﹤0.01%
+6
1216
$271 ﹤0.01%
9
1217
$261 ﹤0.01%
13
1218
$234 ﹤0.01%
1
1219
$40 ﹤0.01%
6
-152
1220
– –
-9
1221
– –
-10
1222
– –
-35
1223
– –
-143
1224
– –
-2,000
1225
– –
-11
46 47 48
49
50