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
101
$4.97M 0.21%
100,684
-4,655
102
$4.96M 0.21%
87,204
-30,570
103
$4.89M 0.21%
20,618
-192
104
$4.88M 0.21%
9,217
-60
105
$4.84M 0.21%
120,832
-926
106
$4.83M 0.21%
33,588
-8,266
107
$4.8M 0.2%
24,590
-5,814
108
$4.75M 0.2%
12,854
-6,844
109
$4.65M 0.2%
40,070
-12,627
110
$4.63M 0.2%
76,483
-1,307
111
$4.59M 0.2%
41,763
+10,459
112
$4.57M 0.2%
18,902
-735
113
$4.55M 0.19%
23,696
-155
114
$4.53M 0.19%
33,950
-58
115
$4.53M 0.19%
26,295
+8,626
116
$4.52M 0.19%
61,647
+28,909
117
$4.49M 0.19%
67,013
+7,404
118
$4.48M 0.19%
56,533
-9,981
119
$4.46M 0.19%
43,843
+2,417
120
$4.42M 0.19%
16,239
+897
121
$4.42M 0.19%
85,769
+8,832
122
$4.4M 0.19%
59,801
-19,382
123
$4.37M 0.19%
64,827
-13,018
124
$4.32M 0.18%
50,846
+718
125
$4.31M 0.18%
38,520
+494
3 4
5
6 7