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
501
$293K 0.01%
1,422
+412
502
$292K 0.01%
9,230
+270
503
$292K 0.01%
4,689
-70
504
$291K 0.01%
852
+112
505
$289K 0.01%
4,685
+128
506
$289K 0.01%
13,864
-1,170
507
$287K 0.01%
2,215
+11
508
$287K 0.01%
5,576
-1,500
509
$286K 0.01%
2,380
-14,533
510
$281K 0.01%
3,808
-166
511
$278K 0.01%
35,134
512
$277K 0.01%
12,809
+378
513
$276K 0.01%
2,865
+153
514
$275K 0.01%
23,634
-511
515
$275K 0.01%
2,481
-132
516
$272K 0.01%
3,376
-503
517
$270K 0.01%
1,165
+52
518
$269K 0.01%
761
-63
519
$265K 0.01%
2,883
-389
520
$264K 0.01%
2,769
-40
521
$264K 0.01%
+6,269
522
$263K 0.01%
+3,257
523
$263K 0.01%
3,462
-921
524
$256K 0.01%
1,741
+1,372
525
$255K 0.01%
14,296
+10,448
19 20
21
22 23