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
351
$917K 0.04%
7,944
-791
352
$914K 0.04%
4,142
-248
353
$912K 0.04%
17,734
-4,653
354
$898K 0.04%
27,219
+4,539
355
$884K 0.04%
43,931
+894
356
$875K 0.04%
13,886
+1,677
357
$870K 0.04%
7,983
+192
358
$870K 0.04%
10,390
-331
359
$870K 0.04%
27,080
+254
360
$861K 0.04%
33,312
-938
361
$841K 0.04%
3,697
-156
362
$840K 0.04%
3,433
-558
363
$838K 0.04%
15,489
+11,218
364
$838K 0.04%
49,344
+7,225
365
$835K 0.04%
26,429
+1,133
366
$827K 0.04%
29,386
+1,440
367
$825K 0.04%
12,360
-131
368
$818K 0.04%
13,852
-828
369
$817K 0.04%
1,912
+366
370
$799K 0.03%
8,701
-8,142
371
$796K 0.03%
4,745
+326
372
$794K 0.03%
8,142
+563
373
$791K 0.03%
4,269
+69
374
$788K 0.03%
2,597
+1,891
375
$776K 0.03%
22,759
+2,459
13 14
15
16 17