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
651
$105K ﹤0.01%
6,968
+677
652
$105K ﹤0.01%
1,205
-19
653
$105K ﹤0.01%
881
-161
654
$103K ﹤0.01%
3,878
-3,807
655
$103K ﹤0.01%
1,962
+273
656
$102K ﹤0.01%
939
-247
657
$101K ﹤0.01%
1,684
+176
658
$101K ﹤0.01%
573
+69
659
$101K ﹤0.01%
3,137
+171
660
$101K ﹤0.01%
1,810
+383
661
$100K ﹤0.01%
1,534
-2,101
662
$99.9K ﹤0.01%
1,194
-202
663
$98.9K ﹤0.01%
796
+56
664
$98.7K ﹤0.01%
767
665
$98.3K ﹤0.01%
2,939
-1,601
666
$97.7K ﹤0.01%
136
-10
667
$96.8K ﹤0.01%
1,281
-108
668
$96.7K ﹤0.01%
1,032
-15
669
$95.6K ﹤0.01%
4,077
+824
670
$94.7K ﹤0.01%
197
-10
671
$93.2K ﹤0.01%
2,329
-22
672
$93.1K ﹤0.01%
3,080
+540
673
$92.9K ﹤0.01%
703
-5
674
$91.4K ﹤0.01%
1,736
675
$91.2K ﹤0.01%
2,090
+218
25 26
27
28 29