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
726
$66.4K ﹤0.01%
1,556
-623
727
$66.3K ﹤0.01%
768
+18
728
$65.8K ﹤0.01%
2,144
-82
729
$65.7K ﹤0.01%
1,414
730
$65K ﹤0.01%
1,518
+78
731
$64.7K ﹤0.01%
161
732
$64.6K ﹤0.01%
745
733
$64.5K ﹤0.01%
921
734
$64.4K ﹤0.01%
1,091
+199
735
$63.8K ﹤0.01%
428
+19
736
$63.6K ﹤0.01%
1,094
+101
737
$62.9K ﹤0.01%
866
+61
738
$62.8K ﹤0.01%
776
+27
739
$62.2K ﹤0.01%
2,588
-150
740
$61.6K ﹤0.01%
1,647
+10
741
$61.3K ﹤0.01%
1,674
+604
742
$60.5K ﹤0.01%
+1,281
743
$60.4K ﹤0.01%
1,524
+64
744
$60.3K ﹤0.01%
1,574
745
$60.1K ﹤0.01%
501
-20,811
746
$59.7K ﹤0.01%
645
-100
747
$59.5K ﹤0.01%
1,036
+428
748
$59.3K ﹤0.01%
+1,216
749
$59.3K ﹤0.01%
423
+55
750
$59.3K ﹤0.01%
527
-77
28 29
30
31 32