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
551
$210K 0.01%
3,524
+663
552
$208K 0.01%
5,187
+748
553
$207K 0.01%
1,841
+336
554
$207K 0.01%
863
+78
555
$207K 0.01%
6,094
-106
556
$201K 0.01%
1,414
-1,655
557
$201K 0.01%
977
-314
558
$201K 0.01%
2,999
+539
559
$197K 0.01%
1,744
+155
560
$194K 0.01%
624
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561
$193K 0.01%
1,472
-19
562
$193K 0.01%
846
+16
563
$190K 0.01%
6,357
564
$189K 0.01%
1,615
-57
565
$189K 0.01%
709
-173
566
$185K 0.01%
1,740
567
$184K 0.01%
1,291
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$181K 0.01%
5,748
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569
$180K 0.01%
679
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570
$175K 0.01%
6,392
+357
571
$174K 0.01%
1,970
-129
572
$172K 0.01%
3,828
573
$172K 0.01%
2,072
-934
574
$172K 0.01%
5,240
-600
575
$171K 0.01%
2,980
-216
21 22
23
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