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
826
$38.8K ﹤0.01%
264
+22
827
$38.6K ﹤0.01%
962
-886
828
$38.4K ﹤0.01%
2,041
+435
829
$38.3K ﹤0.01%
619
-23
830
$38.2K ﹤0.01%
682
831
$38.1K ﹤0.01%
1,955
+63
832
$38.1K ﹤0.01%
2,395
+96
833
$37.9K ﹤0.01%
462
+76
834
$37.9K ﹤0.01%
671
835
$37.8K ﹤0.01%
131
+15
836
$37.7K ﹤0.01%
1,186
-35
837
$37.6K ﹤0.01%
1,436
-464
838
$37.5K ﹤0.01%
2,231
-109
839
$37.4K ﹤0.01%
266
-44
840
$37.3K ﹤0.01%
660
+85
841
$37.2K ﹤0.01%
673
-45
842
$36.7K ﹤0.01%
1,922
843
$36.7K ﹤0.01%
1,049
-31
844
$36.7K ﹤0.01%
2,855
845
$36.6K ﹤0.01%
1,022
846
$36.5K ﹤0.01%
407
847
$36.2K ﹤0.01%
183
848
$36K ﹤0.01%
978
849
$35.9K ﹤0.01%
1,171
-87
850
$35.8K ﹤0.01%
723
-4
32 33
34
35 36