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
751
$59K ﹤0.01%
573
-41
752
$58.8K ﹤0.01%
952
-8
753
$58.7K ﹤0.01%
1,990
+146
754
$58.6K ﹤0.01%
12,904
-259
755
$58.5K ﹤0.01%
1,163
-1,435
756
$58.1K ﹤0.01%
65
-5
757
$58.1K ﹤0.01%
557
+31
758
$58K ﹤0.01%
789
759
$57.1K ﹤0.01%
1,949
+374
760
$56.9K ﹤0.01%
375
-225
761
$56.9K ﹤0.01%
3,385
+141
762
$55.6K ﹤0.01%
1,113
-24
763
$55.6K ﹤0.01%
384
+28
764
$55.4K ﹤0.01%
457
+1
765
$55K ﹤0.01%
4,618
-1,251
766
$54.7K ﹤0.01%
300
-80
767
$54.6K ﹤0.01%
1,897
+116
768
$54.1K ﹤0.01%
668
-531
769
$53.4K ﹤0.01%
98,390
770
$53.4K ﹤0.01%
+890
771
$53.4K ﹤0.01%
1,384
+72
772
$53.1K ﹤0.01%
1,191
-17
773
$52.9K ﹤0.01%
991
+163
774
$52.8K ﹤0.01%
436
-7
775
$52.5K ﹤0.01%
319
-218
29 30
31
32 33