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
76
$6.21M 0.27%
16,288
+1,246
77
$6.2M 0.27%
27,448
+7,984
78
$6.12M 0.26%
56,848
-16,919
79
$6.01M 0.26%
32,434
+244
80
$5.99M 0.26%
79,787
-7,415
81
$5.97M 0.26%
80,424
-1,835
82
$5.78M 0.25%
157,506
+7,638
83
$5.72M 0.25%
29,383
-3,681
84
$5.68M 0.25%
356,319
+49,728
85
$5.66M 0.24%
16,082
-1,073
86
$5.62M 0.24%
8,136
-48
87
$5.61M 0.24%
46,368
-3,944
88
$5.55M 0.24%
130,050
+14,587
89
$5.54M 0.24%
17,807
-3,534
90
$5.53M 0.24%
56,471
-11,664
91
$5.52M 0.24%
48,486
-2,648
92
$5.52M 0.24%
119,653
-13,369
93
$5.48M 0.24%
147,276
-6,205
94
$5.47M 0.24%
24,821
-786
95
$5.43M 0.23%
119,012
-5,091
96
$5.39M 0.23%
58,679
+9,469
97
$5.25M 0.23%
129,024
+14,422
98
$5.19M 0.22%
41,237
-2,292
99
$5.13M 0.22%
28,616
-9,165
100
$5.11M 0.22%
97,959
+7,907
2 3
4
5 6