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
576
$171K 0.01%
7,472
+209
577
$170K 0.01%
2,667
-98
578
$170K 0.01%
1,332
-126
579
$169K 0.01%
1,552
+81
580
$168K 0.01%
8,302
-83
581
$168K 0.01%
38,545
+22,227
582
$167K 0.01%
2,353
+30
583
$166K 0.01%
2,087
+1,848
584
$165K 0.01%
2,258
-2,502
585
$165K 0.01%
4,734
+378
586
$164K 0.01%
4,108
+136
587
$164K 0.01%
1,020
-13
588
$164K 0.01%
1,822
+484
589
$159K 0.01%
201
-28
590
$158K 0.01%
2,787
-346
591
$157K 0.01%
9,529
+2,185
592
$156K 0.01%
20,287
+514
593
$155K 0.01%
2,059
-102
594
$154K 0.01%
801
-99
595
$154K 0.01%
3,575
-84
596
$154K 0.01%
1,108
+144
597
$152K 0.01%
958
-14,475
598
$151K 0.01%
3,890
+133
599
$150K 0.01%
872
+97
600
$150K 0.01%
1,689
22 23
24
25 26