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
851
$35.7K ﹤0.01%
308
-50
852
$35.6K ﹤0.01%
603
853
$35.5K ﹤0.01%
667
-19
854
$35.3K ﹤0.01%
228
855
$35.3K ﹤0.01%
541
856
$35.3K ﹤0.01%
285
-56
857
$35.2K ﹤0.01%
820
-747
858
$35.1K ﹤0.01%
336
-6
859
$35K ﹤0.01%
4,069
+587
860
$35K ﹤0.01%
237
861
$34.6K ﹤0.01%
1,275
-86
862
$34.4K ﹤0.01%
174
+66
863
$34.4K ﹤0.01%
1,580
-199
864
$34.3K ﹤0.01%
914
865
$34K ﹤0.01%
682
-11
866
$33.9K ﹤0.01%
1,941
867
$33.8K ﹤0.01%
670
868
$33.3K ﹤0.01%
+374
869
$33.2K ﹤0.01%
344
-67
870
$33.2K ﹤0.01%
4,505
-1,367
871
$33K ﹤0.01%
201
-29
872
$32.6K ﹤0.01%
519
873
$32.5K ﹤0.01%
171
874
$32.5K ﹤0.01%
171
+78
875
$32.5K ﹤0.01%
194
-3,332
33 34
35
36 37