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
476
$350K 0.02%
27,892
+20,878
477
$342K 0.01%
2,439
-105
478
$337K 0.01%
+6,414
479
$336K 0.01%
4,060
-104
480
$335K 0.01%
3,804
+390
481
$334K 0.01%
1,339
-6
482
$333K 0.01%
2,131
-34
483
$332K 0.01%
2,992
+339
484
$327K 0.01%
4,840
-65
485
$321K 0.01%
3,277
-360
486
$320K 0.01%
11,849
-1,016
487
$319K 0.01%
2,624
+209
488
$318K 0.01%
11,783
+361
489
$313K 0.01%
40,241
+16,329
490
$311K 0.01%
16,927
-4,706
491
$309K 0.01%
11,849
-58
492
$307K 0.01%
10,371
-161
493
$307K 0.01%
7,133
+5,577
494
$306K 0.01%
7,398
+478
495
$305K 0.01%
4,831
496
$305K 0.01%
1,344
-135
497
$304K 0.01%
2,413
+744
498
$300K 0.01%
9,385
-163
499
$297K 0.01%
7,336
-832
500
$293K 0.01%
3,355
-936
18 19
20
21 22