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
301
$1.23M 0.05%
20,568
-2,972
302
$1.19M 0.05%
5,916
-454
303
$1.19M 0.05%
25,140
+693
304
$1.18M 0.05%
14,522
+6,622
305
$1.16M 0.05%
15,437
-1,012
306
$1.14M 0.05%
5,575
-93
307
$1.14M 0.05%
11,981
+5,938
308
$1.14M 0.05%
2,555
+59
309
$1.13M 0.05%
22,038
+687
310
$1.13M 0.05%
2,986
+29
311
$1.13M 0.05%
4,497
-12,162
312
$1.12M 0.05%
15,673
-1,684
313
$1.12M 0.05%
2,512
-337
314
$1.11M 0.05%
5,661
+783
315
$1.09M 0.05%
172
+2
316
$1.08M 0.05%
8,173
+3,435
317
$1.08M 0.05%
11,589
+13
318
$1.08M 0.05%
4,408
+436
319
$1.07M 0.05%
6,478
+454
320
$1.06M 0.05%
31,561
-5,572
321
$1.06M 0.05%
6,258
+890
322
$1.06M 0.05%
5,515
+267
323
$1.06M 0.05%
22,355
-164
324
$1.06M 0.05%
7,250
-823
325
$1.05M 0.05%
4,957
+93
11 12
13
14 15