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
201
$2.32M 0.11%
86,840
+10,474
202
$2.31M 0.11%
24,630
-1,733
203
$2.3M 0.11%
71,143
-951
204
$2.29M 0.11%
15,179
+6,013
205
$2.28M 0.11%
37,808
-1,827
206
$2.27M 0.11%
42,495
-3,048
207
$2.27M 0.11%
103,218
+17,714
208
$2.26M 0.11%
16,237
-928
209
$2.24M 0.1%
12,155
+177
210
$2.24M 0.1%
68,667
-1,569
211
$2.24M 0.1%
10,034
+6,157
212
$2.2M 0.1%
116,832
+432
213
$2.2M 0.1%
57,031
+2,449
214
$2.19M 0.1%
28,010
-1,372
215
$2.19M 0.1%
12,217
+573
216
$2.18M 0.1%
26,540
+2,090
217
$2.17M 0.1%
55,625
+8,623
218
$2.15M 0.1%
21,410
-527
219
$2.09M 0.1%
13,891
-366
220
$2.08M 0.1%
19,000
-1,779
221
$2.07M 0.1%
5,535
-287
222
$2.07M 0.1%
100,089
-56,870
223
$2.05M 0.1%
10,434
+10,315
224
$2.01M 0.09%
28,706
+19,811
225
$1.99M 0.09%
40,790
-1,267
7 8
9
10 11