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
176
$2.94M 0.13%
36,748
+777
177
$2.94M 0.13%
13,388
-55
178
$2.91M 0.12%
23,444
+19,424
179
$2.89M 0.12%
20,775
-206
180
$2.87M 0.12%
18,569
+11,370
181
$2.86M 0.12%
20,347
-1,121
182
$2.77M 0.12%
45,539
-5,385
183
$2.77M 0.12%
10,075
+41
184
$2.77M 0.12%
83,585
+184
185
$2.72M 0.12%
112,805
+9,587
186
$2.71M 0.12%
40,014
-3,234
187
$2.69M 0.11%
96,003
-11,225
188
$2.65M 0.11%
82,846
+51,185
189
$2.65M 0.11%
116,864
+32
190
$2.65M 0.11%
38,546
+37,935
191
$2.61M 0.11%
31,233
-12,206
192
$2.58M 0.11%
8,073
+865
193
$2.57M 0.11%
10,534
-1,900
194
$2.56M 0.11%
51,721
-2,929
195
$2.55M 0.11%
18,238
-1,609
196
$2.55M 0.11%
25,033
-562
197
$2.55M 0.11%
39,373
+1,162
198
$2.54M 0.11%
17,164
-23,021
199
$2.53M 0.11%
23,037
+5,239
200
$2.51M 0.11%
15,325
+146
6 7
8
9 10