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
626
$126K 0.01%
1,118
627
$124K 0.01%
680
+20
628
$123K 0.01%
4,511
-188
629
$122K 0.01%
855
630
$122K 0.01%
661
+32
631
$120K 0.01%
3,714
-998
632
$119K 0.01%
14,466
633
$118K 0.01%
1,415
+482
634
$118K 0.01%
1,291
+56
635
$116K 0.01%
2,642
-1
636
$114K ﹤0.01%
5,693
+396
637
$114K ﹤0.01%
1,471
+13
638
$114K ﹤0.01%
311
-58
639
$114K ﹤0.01%
4,940
640
$113K ﹤0.01%
676
+47
641
$112K ﹤0.01%
2,065
+148
642
$110K ﹤0.01%
1,873
+37
643
$110K ﹤0.01%
1,314
-37
644
$109K ﹤0.01%
1,897
+253
645
$109K ﹤0.01%
584
646
$108K ﹤0.01%
2,375
+1,563
647
$108K ﹤0.01%
2,703
648
$107K ﹤0.01%
33,665
+239
649
$107K ﹤0.01%
2,549
650
$106K ﹤0.01%
+2,400
24 25
26
27 28