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
26
$17.5M 0.76%
133,857
-32,637
27
$16.5M 0.71%
111,181
+3,269
28
$15.1M 0.65%
151,308
+14,294
29
$14.5M 0.63%
99,571
-2,560
30
$14.2M 0.61%
274,950
+29,695
31
$14.1M 0.61%
59,523
-3,628
32
$14.1M 0.61%
75,178
-2,876
33
$13.8M 0.6%
141,193
+4,202
34
$13.1M 0.56%
309,100
+91,670
35
$11.2M 0.48%
154,432
-11,270
36
$11.1M 0.48%
70,406
+9,542
37
$10.9M 0.47%
94,446
-578
38
$10.9M 0.47%
291,973
+1,045
39
$10.5M 0.45%
21,843
-3,445
40
$10.4M 0.45%
132,043
+9,593
41
$10.4M 0.45%
201,412
-29,153
42
$10.4M 0.45%
23,500
-3,934
43
$10.2M 0.44%
75,660
-16,734
44
$9.17M 0.4%
82,751
+14,062
45
$9.12M 0.39%
31,787
+12,983
46
$9.08M 0.39%
82,201
-24,298
47
$8.94M 0.39%
101,432
-3,331
48
$8.78M 0.38%
39,872
+3,580
49
$8.61M 0.37%
99,210
-24,570
50
$8.54M 0.37%
181,444
+15,529
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