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
526
$254K 0.01%
324
-32
527
$254K 0.01%
1,305
-33
528
$253K 0.01%
3,119
+39
529
$252K 0.01%
30,076
+12,147
530
$250K 0.01%
532
+429
531
$245K 0.01%
3,011
+7
532
$245K 0.01%
1,089
-60
533
$244K 0.01%
2,263
-35
534
$240K 0.01%
1,077
-22
535
$240K 0.01%
3,138
-113
536
$240K 0.01%
6,619
-308
537
$237K 0.01%
3,195
-52
538
$236K 0.01%
2,052
-20
539
$231K 0.01%
11,865
-210
540
$228K 0.01%
919
+17
541
$226K 0.01%
4,437
-220
542
$225K 0.01%
2,975
-55
543
$224K 0.01%
5,722
-1,543
544
$223K 0.01%
1,315
-2,335
545
$223K 0.01%
676
+9
546
$222K 0.01%
25,520
+731
547
$216K 0.01%
1,277
+291
548
$214K 0.01%
1,543
+16
549
$213K 0.01%
1,112
-21
550
$212K 0.01%
1,946
+189
20 21
22
23 24