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
151
$3.57M 0.15%
14,728
+635
152
$3.55M 0.15%
50,150
+1,076
153
$3.52M 0.15%
14,688
+110
154
$3.51M 0.15%
20,140
+1,212
155
$3.46M 0.15%
25,259
-4,935
156
$3.45M 0.15%
25,790
+520
157
$3.45M 0.15%
80,689
+23,658
158
$3.44M 0.15%
56,406
+6,540
159
$3.4M 0.15%
71,472
-3,381
160
$3.38M 0.14%
22,912
+3,081
161
$3.37M 0.14%
35,617
+29,288
162
$3.34M 0.14%
233,861
-25,700
163
$3.32M 0.14%
19,013
+534
164
$3.3M 0.14%
53,780
-77
165
$3.3M 0.14%
15,974
+5,540
166
$3.26M 0.14%
14,835
+57
167
$3.23M 0.14%
121,671
+91,317
168
$3.17M 0.14%
18,725
-2,500
169
$3.13M 0.13%
27,613
+1,135
170
$3.08M 0.13%
29,217
-4,891
171
$3.05M 0.13%
7,989
+8
172
$3.03M 0.13%
16,241
-4,923
173
$3.01M 0.13%
26,651
+177
174
$2.99M 0.13%
8,517
+259
175
$2.94M 0.13%
89,260
+1,740
5 6
7
8 9