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
876
$32.2K ﹤0.01%
949
877
$31.9K ﹤0.01%
439
878
$31.8K ﹤0.01%
487
+28
879
$31.6K ﹤0.01%
13,394
+542
880
$31K ﹤0.01%
+9,306
881
$30.9K ﹤0.01%
547
-628
882
$30.6K ﹤0.01%
468
883
$30.6K ﹤0.01%
995
+4
884
$30.3K ﹤0.01%
241
+15
885
$30.2K ﹤0.01%
46
-2
886
$30.1K ﹤0.01%
+289
887
$30K ﹤0.01%
1,469
+466
888
$30K ﹤0.01%
512
-46
889
$30K ﹤0.01%
532
890
$29.9K ﹤0.01%
706
+165
891
$29.7K ﹤0.01%
105
-5
892
$28.7K ﹤0.01%
429
-10
893
$28.4K ﹤0.01%
692
-8
894
$28.2K ﹤0.01%
442
895
$27.9K ﹤0.01%
+576
896
$27.7K ﹤0.01%
370
-379
897
$27.6K ﹤0.01%
2,003
-165
898
$27.6K ﹤0.01%
492
899
$27.3K ﹤0.01%
436
900
$27.3K ﹤0.01%
602
+28
34 35
36
37 38