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
776
$52.2K ﹤0.01%
2,337
+39
777
$52.2K ﹤0.01%
381
-223
778
$51.7K ﹤0.01%
1,457
779
$51.2K ﹤0.01%
3,364
-255
780
$51K ﹤0.01%
290
+13
781
$50.5K ﹤0.01%
267
+12
782
$50.5K ﹤0.01%
275
-94
783
$50.4K ﹤0.01%
157
+8
784
$50.2K ﹤0.01%
952
+24
785
$50.1K ﹤0.01%
1,190
+128
786
$49.6K ﹤0.01%
451
+7
787
$49.3K ﹤0.01%
1,732
+519
788
$48.6K ﹤0.01%
339
+12
789
$48.5K ﹤0.01%
37
+11
790
$47.8K ﹤0.01%
1,751
791
$47.2K ﹤0.01%
209
-2
792
$46.8K ﹤0.01%
320
+32
793
$46.6K ﹤0.01%
1,650
794
$46.4K ﹤0.01%
462
+72
795
$46.3K ﹤0.01%
3,019
+149
796
$45.8K ﹤0.01%
733
+346
797
$45.7K ﹤0.01%
336
798
$45.3K ﹤0.01%
653
-57
799
$45.3K ﹤0.01%
480
-23
800
$45.3K ﹤0.01%
250
+14
30 31
32
33 34