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
251
$1.64M 0.07%
27,074
+567
252
$1.62M 0.07%
3,003
-514
253
$1.61M 0.07%
37,520
-606
254
$1.6M 0.07%
41,710
-5,031
255
$1.6M 0.07%
17,255
+62
256
$1.59M 0.07%
7,376
+596
257
$1.59M 0.07%
5,318
-51
258
$1.58M 0.07%
6,201
+2,852
259
$1.56M 0.07%
24,268
-2,088
260
$1.55M 0.07%
9,025
-693
261
$1.55M 0.07%
5,874
-965
262
$1.54M 0.07%
31,389
+10
263
$1.54M 0.07%
17,358
+2,350
264
$1.52M 0.07%
8,070
-69
265
$1.51M 0.07%
9,695
-1,157
266
$1.5M 0.06%
15,882
+1,242
267
$1.5M 0.06%
8,018
+106
268
$1.49M 0.06%
4,898
-272
269
$1.49M 0.06%
3,890
-235
270
$1.48M 0.06%
18,220
-4,512
271
$1.48M 0.06%
15,469
+2,223
272
$1.46M 0.06%
1,136
-38
273
$1.45M 0.06%
+12,332
274
$1.45M 0.06%
4,225
+189
275
$1.44M 0.06%
2,861
-121
9 10
11
12 13