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
926
$22.7K ﹤0.01%
1,792
+520
927
$22.6K ﹤0.01%
606
928
$22.5K ﹤0.01%
483
929
$22.5K ﹤0.01%
1,142
-1,016
930
$22K ﹤0.01%
369
931
$22K ﹤0.01%
321
+138
932
$22K ﹤0.01%
58
+26
933
$21.9K ﹤0.01%
768
-65
934
$21.6K ﹤0.01%
337
-107
935
$21.6K ﹤0.01%
637
+9
936
$21.4K ﹤0.01%
262
-128
937
$21.4K ﹤0.01%
743
+4
938
$21K ﹤0.01%
1,231
-54
939
$21K ﹤0.01%
225
940
$20.8K ﹤0.01%
498
+116
941
$20.8K ﹤0.01%
557
+5
942
$20.8K ﹤0.01%
248
+34
943
$20.6K ﹤0.01%
63
-5
944
$20.2K ﹤0.01%
632
+315
945
$20.1K ﹤0.01%
442
946
$19.9K ﹤0.01%
88
947
$19.7K ﹤0.01%
84
-38
948
$19.4K ﹤0.01%
746
949
$19.3K ﹤0.01%
123
-4
950
$19.3K ﹤0.01%
131
-18
36 37
38
39 40