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
201
$2.5M 0.11%
34,699
+5,993
202
$2.47M 0.11%
12,868
-129
203
$2.45M 0.1%
7,862
-348
204
$2.4M 0.1%
10,106
-609
205
$2.38M 0.1%
13,544
+1,389
206
$2.37M 0.1%
8,929
-107
207
$2.37M 0.1%
22,862
+2,566
208
$2.36M 0.1%
9,651
+302
209
$2.35M 0.1%
49,350
-58,247
210
$2.35M 0.1%
9,915
+141
211
$2.34M 0.1%
77,184
-9,656
212
$2.31M 0.1%
21,550
+140
213
$2.31M 0.1%
17,094
+178
214
$2.3M 0.1%
38,878
-1,912
215
$2.28M 0.1%
25,010
+3,573
216
$2.27M 0.1%
19,765
+765
217
$2.27M 0.1%
25,464
+834
218
$2.26M 0.1%
69,908
-1,235
219
$2.23M 0.1%
22,383
-447
220
$2.22M 0.09%
13,773
+5,011
221
$2.18M 0.09%
132,932
+3,644
222
$2.18M 0.09%
26,358
-182
223
$2.18M 0.09%
14,823
+346
224
$2.15M 0.09%
16,096
-141
225
$2.14M 0.09%
61,714
+494
7 8
9
10 11