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
126
$4.3M 0.18%
25,341
+2,056
127
$4.23M 0.18%
49,613
+13,147
128
$4.22M 0.18%
17,326
+192
129
$4.2M 0.18%
99,225
+3,811
130
$4.18M 0.18%
243,876
-1,137
131
$4.16M 0.18%
23,833
-7,129
132
$4.11M 0.18%
77,943
+14,007
133
$4.1M 0.18%
71,538
-978
134
$4.05M 0.17%
12,498
-7,335
135
$4.04M 0.17%
13,701
-121
136
$4.04M 0.17%
77,943
+1,719
137
$4M 0.17%
28,556
-388
138
$3.99M 0.17%
10,985
-174
139
$3.99M 0.17%
55,475
-4,760
140
$3.96M 0.17%
71,853
+13,954
141
$3.92M 0.17%
23,628
-159
142
$3.89M 0.17%
8,472
+11
143
$3.88M 0.17%
73,540
-1,020
144
$3.88M 0.17%
17,678
+85
145
$3.85M 0.16%
26,576
-3,832
146
$3.77M 0.16%
51,665
+14,033
147
$3.76M 0.16%
40,998
-10,442
148
$3.67M 0.16%
13,596
+326
149
$3.66M 0.16%
168,161
-60,421
150
$3.61M 0.15%
16,020
+1,693
4 5
6
7 8