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
801
$45.1K ﹤0.01%
244
802
$44.9K ﹤0.01%
646
+21
803
$44.7K ﹤0.01%
860
+68
804
$44.1K ﹤0.01%
927
-93
805
$43.9K ﹤0.01%
800
-14
806
$43.5K ﹤0.01%
854
+13
807
$43.1K ﹤0.01%
200
+46
808
$42.9K ﹤0.01%
695
-42
809
$42.8K ﹤0.01%
+250
810
$42.6K ﹤0.01%
481
+147
811
$42.5K ﹤0.01%
106
812
$42.1K ﹤0.01%
673
+587
813
$42.1K ﹤0.01%
+1,595
814
$41.4K ﹤0.01%
1,300
-720
815
$41.3K ﹤0.01%
592
816
$41K ﹤0.01%
483
-210
817
$40.5K ﹤0.01%
637
+18
818
$40.5K ﹤0.01%
916
+1
819
$40.2K ﹤0.01%
1,982
-77
820
$39.9K ﹤0.01%
896
-150
821
$39.8K ﹤0.01%
335
+116
822
$39.8K ﹤0.01%
120
823
$39.3K ﹤0.01%
465
-158
824
$39K ﹤0.01%
3,412
-744
825
$38.8K ﹤0.01%
1,859
-65
31 32
33
34 35