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
951
$19.3K ﹤0.01%
243
952
$19.2K ﹤0.01%
57
-8
953
$19.2K ﹤0.01%
195
-74
954
$19.1K ﹤0.01%
122
+120
955
$19K ﹤0.01%
132
956
$19K ﹤0.01%
133
-7
957
$18.9K ﹤0.01%
909
-19
958
$18.6K ﹤0.01%
164
-190
959
$18.5K ﹤0.01%
382
960
$18.5K ﹤0.01%
1,857
-868
961
$18.2K ﹤0.01%
+1,809
962
$18.1K ﹤0.01%
217
963
$17.8K ﹤0.01%
66
+31
964
$17.7K ﹤0.01%
372
-32
965
$17.7K ﹤0.01%
662
-37
966
$17.6K ﹤0.01%
+191
967
$17.5K ﹤0.01%
111
-5,929
968
$17.5K ﹤0.01%
6,735
969
$17.5K ﹤0.01%
+147
970
$17.2K ﹤0.01%
91
971
$16.9K ﹤0.01%
52
972
$16.8K ﹤0.01%
108
-171
973
$16.8K ﹤0.01%
49
-495
974
$16.6K ﹤0.01%
871
+352
975
$16.6K ﹤0.01%
864
37 38
39
40 41