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
701
$79.8K ﹤0.01%
2,380
+611
702
$79K ﹤0.01%
1,289
-59
703
$78.6K ﹤0.01%
7,764
+7,675
704
$76.4K ﹤0.01%
370
+367
705
$75.8K ﹤0.01%
347
-23
706
$75.4K ﹤0.01%
1,433
707
$75.4K ﹤0.01%
1,060
+56
708
$74.1K ﹤0.01%
1,167
709
$73.7K ﹤0.01%
2,374
710
$72.7K ﹤0.01%
804
-19
711
$72.5K ﹤0.01%
711
-35
712
$72.5K ﹤0.01%
1,640
-60
713
$72.4K ﹤0.01%
955
+18
714
$72K ﹤0.01%
758
+42
715
$71.6K ﹤0.01%
390
-5
716
$71.6K ﹤0.01%
1,477
-320
717
$70.7K ﹤0.01%
646
+82
718
$70.6K ﹤0.01%
4,194
-570
719
$70.1K ﹤0.01%
3,567
+484
720
$69.6K ﹤0.01%
2,603
+15
721
$69.1K ﹤0.01%
2,572
+1,482
722
$68.8K ﹤0.01%
840
-32
723
$67.4K ﹤0.01%
650
-40
724
$66.5K ﹤0.01%
897
-2,081
725
$66.5K ﹤0.01%
2,104
+164
27 28
29
30 31