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
901
$26.9K ﹤0.01%
101
+18
902
$26.9K ﹤0.01%
1,330
903
$26.7K ﹤0.01%
3,096
904
$26.4K ﹤0.01%
212
-282
905
$26.3K ﹤0.01%
248
906
$25.9K ﹤0.01%
947
+437
907
$25.8K ﹤0.01%
627
-574
908
$25.8K ﹤0.01%
22
-2
909
$25.8K ﹤0.01%
434
-12
910
$25.7K ﹤0.01%
326
911
$25.1K ﹤0.01%
216
+26
912
$25.1K ﹤0.01%
929
+42
913
$24.8K ﹤0.01%
372
-61
914
$24.7K ﹤0.01%
383
+64
915
$24.7K ﹤0.01%
2,019
-174
916
$24.4K ﹤0.01%
322
917
$24.2K ﹤0.01%
374
-68
918
$23.8K ﹤0.01%
694
919
$23.7K ﹤0.01%
693
-95
920
$23.6K ﹤0.01%
3,250
921
$23.3K ﹤0.01%
339
-34
922
$23.3K ﹤0.01%
612
923
$23.2K ﹤0.01%
208
+6
924
$23.2K ﹤0.01%
157
925
$23.1K ﹤0.01%
910
+155
35 36
37
38 39