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
276
$1.43M 0.06%
15,039
-446
277
$1.4M 0.06%
22,275
-543
278
$1.4M 0.06%
1,725
-909
279
$1.39M 0.06%
14,710
-793
280
$1.39M 0.06%
12,192
+1,232
281
$1.38M 0.06%
7,975
-4,400
282
$1.37M 0.06%
5,485
+53
283
$1.37M 0.06%
23,829
+675
284
$1.37M 0.06%
2,855
+356
285
$1.36M 0.06%
13,101
+1,098
286
$1.34M 0.06%
4,163
+115
287
$1.33M 0.06%
29,146
-431
288
$1.33M 0.06%
3,273
-409
289
$1.31M 0.06%
486
+220
290
$1.29M 0.06%
21,996
+2,398
291
$1.29M 0.06%
30,100
-3,550
292
$1.28M 0.06%
514
-64
293
$1.28M 0.06%
13,211
-403
294
$1.27M 0.06%
921
-45
295
$1.27M 0.06%
17,460
+122
296
$1.25M 0.05%
52,359
+3,449
297
$1.25M 0.05%
4,388
-289
298
$1.24M 0.05%
10,670
-801
299
$1.23M 0.05%
13,803
+1,044
300
$1.23M 0.05%
8,865
-4,372
10 11
12
13 14