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
401
$679K 0.03%
7,692
-27
402
$655K 0.03%
1,466
-590
403
$653K 0.03%
11,389
+148
404
$650K 0.03%
5,145
+25
405
$649K 0.03%
5,921
+1,247
406
$646K 0.03%
7,568
+799
407
$640K 0.03%
12,722
-1,078
408
$639K 0.03%
16,163
+219
409
$638K 0.03%
2,711
+3
410
$632K 0.03%
16,243
+304
411
$631K 0.03%
24,005
+3,520
412
$616K 0.03%
1,334
-16
413
$610K 0.03%
9,740
+176
414
$603K 0.03%
4,751
-114
415
$602K 0.03%
20,658
-4,722
416
$602K 0.03%
8,557
-103
417
$586K 0.03%
3,539
-85
418
$584K 0.03%
2,975
-43
419
$583K 0.03%
17,438
+635
420
$583K 0.03%
9,999
+160
421
$582K 0.03%
4,283
-955
422
$581K 0.03%
5,076
-13,670
423
$576K 0.02%
5,848
+2,401
424
$561K 0.02%
6,934
-1,203
425
$560K 0.02%
9,624
-959
15 16
17
18 19