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
51
$8.36M 0.36%
17,827
+4,828
52
$8.14M 0.35%
120,607
+17,826
53
$7.94M 0.34%
101,403
+33,937
54
$7.91M 0.34%
20,101
-1,878
55
$7.85M 0.34%
110,885
+72,351
56
$7.56M 0.33%
89,793
+4,006
57
$7.53M 0.33%
22,073
-789
58
$7.5M 0.32%
33,768
+7,492
59
$7.45M 0.32%
49,094
-852
60
$7.43M 0.32%
148,056
+8,189
61
$7.37M 0.32%
64,108
+1,812
62
$7.37M 0.32%
222,964
+7,579
63
$7.23M 0.31%
274,544
+12,219
64
$6.98M 0.3%
121,010
-3,234
65
$6.76M 0.29%
162,636
-3,096
66
$6.67M 0.29%
74,283
+5,087
67
$6.63M 0.29%
126,549
-16,353
68
$6.6M 0.29%
122,105
-29,085
69
$6.57M 0.28%
29,941
-2,055
70
$6.56M 0.28%
36,787
+1,024
71
$6.49M 0.28%
26,621
-3,918
72
$6.36M 0.27%
194,878
-3,166
73
$6.27M 0.27%
37,836
-7,365
74
$6.26M 0.27%
116,060
+531
75
$6.22M 0.27%
54,865
+867
1 2
3
4 5