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
426
$560K 0.02%
3,349
+269
427
$556K 0.02%
8,399
-40
428
$552K 0.02%
7,120
-82
429
$549K 0.02%
15,249
+522
430
$543K 0.02%
13,197
+864
431
$540K 0.02%
2,637
-23
432
$536K 0.02%
13,591
+12,536
433
$522K 0.02%
4,656
+68
434
$522K 0.02%
4,152
-1,789
435
$514K 0.02%
3,359
+230
436
$513K 0.02%
5,630
+5,178
437
$513K 0.02%
3,128
+14
438
$503K 0.02%
26,584
+2,006
439
$499K 0.02%
8,800
-778
440
$494K 0.02%
1,684
-19
441
$492K 0.02%
3,770
-138
442
$489K 0.02%
4,559
-3,135
443
$484K 0.02%
1,112
+64
444
$483K 0.02%
6,630
+118
445
$480K 0.02%
10,218
-1,573
446
$479K 0.02%
16,919
+3,881
447
$476K 0.02%
2,842
-35
448
$470K 0.02%
13,176
+4,071
449
$465K 0.02%
11,425
+247
450
$465K 0.02%
10,196
-1,464
16 17
18
19 20