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
676
$91K ﹤0.01%
2,058
+213
677
$90.8K ﹤0.01%
553
+224
678
$90.5K ﹤0.01%
1,575
-59
679
$90.1K ﹤0.01%
2,747
-16,309
680
$88.9K ﹤0.01%
1,094
-4,137
681
$88.3K ﹤0.01%
439
682
$87.6K ﹤0.01%
537
+77
683
$87.4K ﹤0.01%
2,013
-98
684
$86.8K ﹤0.01%
2,478
-235
685
$86.8K ﹤0.01%
550
+27
686
$86.3K ﹤0.01%
4,163
+50
687
$86.2K ﹤0.01%
2,347
+91
688
$85.1K ﹤0.01%
662
+61
689
$84.7K ﹤0.01%
2,228
+360
690
$84.7K ﹤0.01%
1,184
+48
691
$84.1K ﹤0.01%
1,006
+120
692
$84K ﹤0.01%
484
+81
693
$83.2K ﹤0.01%
2,623
-65
694
$82.9K ﹤0.01%
867
+56
695
$82.4K ﹤0.01%
+558
696
$82.1K ﹤0.01%
1,252
-240
697
$81.9K ﹤0.01%
59
-1
698
$81.8K ﹤0.01%
730
-132
699
$81.3K ﹤0.01%
658
+69
700
$80.9K ﹤0.01%
2,108
+573
26 27
28
29 30