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
376
$774K 0.03%
1,437
+5
377
$766K 0.03%
3,257
-256
378
$763K 0.03%
16,838
-452
379
$760K 0.03%
36,998
+7,758
380
$755K 0.03%
17,165
+526
381
$743K 0.03%
12,305
-426
382
$739K 0.03%
11,912
383
$735K 0.03%
29,069
-1,907
384
$734K 0.03%
16,434
+114
385
$734K 0.03%
34,873
+12,284
386
$729K 0.03%
6,000
-220
387
$728K 0.03%
8,179
+115
388
$726K 0.03%
1,811
+413
389
$724K 0.03%
6,543
+5,014
390
$720K 0.03%
27,008
-11,140
391
$718K 0.03%
1,842
-69
392
$717K 0.03%
6,911
+1,296
393
$709K 0.03%
12,352
+162
394
$708K 0.03%
10,638
+528
395
$695K 0.03%
25,907
-861
396
$689K 0.03%
17,226
+434
397
$689K 0.03%
8,968
-66
398
$688K 0.03%
14,064
+851
399
$688K 0.03%
16,200
+826
400
$679K 0.03%
+2,330
14 15
16
17 18