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
151
$3.48M 0.16%
34,108
-5,635
152
$3.46M 0.16%
74,853
-3,500
153
$3.33M 0.16%
21,164
+1,261
154
$3.31M 0.15%
53,857
+2,324
155
$3.27M 0.15%
43,439
+2,742
156
$3.26M 0.15%
14,778
+1,631
157
$3.19M 0.15%
18,928
+18,423
158
$3.17M 0.15%
13,270
-6,038
159
$3.15M 0.15%
14,093
-6,583
160
$3.12M 0.15%
50,924
-243
161
$3.09M 0.14%
12,434
+159
162
$3.09M 0.14%
107,228
-2,720
163
$3.09M 0.14%
57,899
+15,591
164
$3.07M 0.14%
25,270
-4,995
165
$3.07M 0.14%
14,327
+442
166
$3.06M 0.14%
18,479
+3,242
167
$2.93M 0.14%
35,971
-1,063
168
$2.92M 0.14%
8,461
+1,287
169
$2.91M 0.14%
43,248
+4,154
170
$2.9M 0.14%
21,468
-435
171
$2.86M 0.13%
7,981
-547
172
$2.82M 0.13%
36,466
+6,144
173
$2.82M 0.13%
31,304
+2,600
174
$2.79M 0.13%
83,401
+9,956
175
$2.74M 0.13%
17,669
+1,785
5 6
7
8 9