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
601
$150K 0.01%
1,654
+44
602
$146K 0.01%
1,910
+1,334
603
$146K 0.01%
1,490
604
$146K 0.01%
7,502
-181
605
$144K 0.01%
3,388
-414
606
$144K 0.01%
2,417
-637
607
$143K 0.01%
4,907
-14,650
608
$142K 0.01%
922
+73
609
$140K 0.01%
2,376
+2,323
610
$140K 0.01%
1,398
-44
611
$140K 0.01%
1,054
+55
612
$139K 0.01%
684
+472
613
$138K 0.01%
886
+43
614
$137K 0.01%
984
+44
615
$136K 0.01%
4,034
-706
616
$136K 0.01%
1,123
+109
617
$135K 0.01%
3,023
-1,215
618
$134K 0.01%
4,579
+1,654
619
$130K 0.01%
668
+18
620
$128K 0.01%
1,510
-203
621
$127K 0.01%
2,634
-4,121
622
$127K 0.01%
8,413
+191
623
$127K 0.01%
11,229
-17,322
624
$127K 0.01%
5,509
-356
625
$126K 0.01%
40,133
23 24
25
26 27