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
$2.31B
AUM Growth
+$86.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,292
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$5.57M
3
+$5.12M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.39M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.23M

Top Sells

1
+$5.66M
2
+$4.98M
3
+$4.26M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.55M
5
ICLR icon
Icon
ICLR
+$3.04M

Sector Composition

1 Technology 9.54%
2 Healthcare 6.53%
3 Financials 6.5%
4 Industrials 4.71%
5 Consumer Discretionary 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.98M 0.09%
14,041
-920
227
$1.96M 0.08%
31,083
+963
228
$1.92M 0.08%
8,750
-266
229
$1.92M 0.08%
34,039
+2,658
230
$1.92M 0.08%
79,800
231
$1.92M 0.08%
12,918
-567
232
$1.88M 0.08%
11,197
-431
233
$1.86M 0.08%
7,382
+749
234
$1.85M 0.08%
7,536
-476
235
$1.85M 0.08%
21,137
-1,274
236
$1.84M 0.08%
39,980
+1,939
237
$1.84M 0.08%
3,395
-5
238
$1.84M 0.08%
4,471
-21
239
$1.82M 0.08%
10,462
-3,125
240
$1.8M 0.08%
17,378
-81
241
$1.75M 0.08%
34,760
+4,503
242
$1.74M 0.08%
63,645
+396
243
$1.69M 0.07%
16,461
+5,495
244
$1.69M 0.07%
29,168
+28,588
245
$1.69M 0.07%
14,166
-514
246
$1.68M 0.07%
21,757
-1,894
247
$1.67M 0.07%
6,791
-838
248
$1.67M 0.07%
53,096
+49,436
249
$1.67M 0.07%
43,273
+157
250
$1.65M 0.07%
19,469
-2,139
8 9
10
11 12