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
326
$1.04M 0.04%
44,031
+4,039
327
$1.04M 0.04%
33,152
-1,723
328
$1.03M 0.04%
19,835
+13,926
329
$1.03M 0.04%
7,420
-1,913
330
$1.02M 0.04%
10,092
-30
331
$1.02M 0.04%
10,351
-348
332
$1.01M 0.04%
22,820
+7,230
333
$996K 0.04%
18,703
-933
334
$992K 0.04%
10,633
+10
335
$980K 0.04%
54,410
+4,800
336
$969K 0.04%
4,293
+450
337
$965K 0.04%
32,284
-4,955
338
$958K 0.04%
17,514
-1,199
339
$955K 0.04%
10,660
+928
340
$953K 0.04%
9,445
+54
341
$952K 0.04%
22,053
-11,849
342
$941K 0.04%
9,953
+256
343
$936K 0.04%
20,535
-859
344
$932K 0.04%
27,413
+477
345
$932K 0.04%
100,837
-204,838
346
$925K 0.04%
37,434
+8,843
347
$923K 0.04%
25,361
+5,251
348
$922K 0.04%
6,993
+46
349
$921K 0.04%
3,391
+399
350
$917K 0.04%
7,660
-2,323
12 13
14
15 16