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
$2.14B
AUM Growth
+$170M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,218
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$9.18M
3
+$8.49M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$5.23M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.54M

Top Sells

1
+$11.5M
2
+$5.63M
3
+$3.1M
4
DOCU icon
DocuSign
DOCU
+$2.45M
5
OLED icon
Universal Display
OLED
+$2.04M

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
101
$5.08M 0.24%
18,329
+4,671
102
$5.01M 0.23%
129,274
-3,424
103
$4.92M 0.23%
66,514
+643
104
$4.89M 0.23%
76,416
+210
105
$4.84M 0.23%
77,790
-1,242
106
$4.78M 0.22%
73,319
+26,626
107
$4.75M 0.22%
105,339
-6,507
108
$4.66M 0.22%
89,556
+1,920
109
$4.64M 0.22%
54,837
+2,981
110
$4.61M 0.22%
20,810
+2,362
111
$4.54M 0.21%
+186,738
112
$4.53M 0.21%
12,258
+2,907
113
$4.52M 0.21%
245,013
-7,152
114
$4.5M 0.21%
9,277
+1,235
115
$4.49M 0.21%
20,015
-156
116
$4.43M 0.21%
121,758
+33,333
117
$4.42M 0.21%
50,128
-7,273
118
$4.34M 0.2%
34,008
+1,174
119
$4.32M 0.2%
93,110
-22,520
120
$4.25M 0.2%
53,942
+3,510
121
$4.16M 0.19%
38,026
+12,075
122
$4.15M 0.19%
60,235
+12,229
123
$4.15M 0.19%
36,340
+201
124
$4.14M 0.19%
30,194
-4,908
125
$4.09M 0.19%
24,036
-1,748
3 4
5
6 7