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
176
$2.7M 0.13%
26,478
-10,905
177
$2.67M 0.12%
13,443
-1,301
178
$2.64M 0.12%
49,866
+1,549
179
$2.64M 0.12%
14,578
+1,770
180
$2.64M 0.12%
20,981
+3,786
181
$2.63M 0.12%
19,831
-1,540
182
$2.61M 0.12%
22,830
-397
183
$2.59M 0.12%
10,715
+780
184
$2.57M 0.12%
8,258
+1,231
185
$2.56M 0.12%
+4,833
186
$2.51M 0.12%
54,650
-70
187
$2.48M 0.12%
14,477
+5,801
188
$2.48M 0.12%
19,847
+1,125
189
$2.48M 0.12%
32,738
+4,329
190
$2.47M 0.12%
8,210
-767
191
$2.46M 0.11%
12,997
-157
192
$2.43M 0.11%
9,036
-90
193
$2.41M 0.11%
37,632
+6,378
194
$2.4M 0.11%
+16,916
195
$2.38M 0.11%
87,520
+9,072
196
$2.37M 0.11%
7,208
+3,903
197
$2.36M 0.11%
129,288
+50,208
198
$2.35M 0.11%
25,595
-4,211
199
$2.32M 0.11%
9,774
+316
200
$2.32M 0.11%
18,213
-3,436
6 7
8
9 10