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
451
$461K 0.02%
3,214
+99
452
$454K 0.02%
1,306
+19
453
$449K 0.02%
1,538
+868
454
$448K 0.02%
7,348
+476
455
$446K 0.02%
3,024
+29
456
$444K 0.02%
974
-17
457
$439K 0.02%
8,828
+1,377
458
$434K 0.02%
6,268
+146
459
$424K 0.02%
5,819
+91
460
$422K 0.02%
16,104
+358
461
$413K 0.02%
7,876
-82
462
$412K 0.02%
23,898
+1,036
463
$410K 0.02%
5,875
-436
464
$408K 0.02%
3,959
+915
465
$398K 0.02%
2,912
+1,270
466
$386K 0.02%
11,240
-16,070
467
$382K 0.02%
+2,133
468
$382K 0.02%
5,301
-2
469
$379K 0.02%
8,297
+187
470
$370K 0.02%
2,999
-165
471
$368K 0.02%
3,609
-104
472
$360K 0.02%
6,036
-7,642
473
$360K 0.02%
4,408
-41
474
$354K 0.02%
1,803
+689
475
$351K 0.02%
20,325
+665
17 18
19
20 21