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
976
$16.3K ﹤0.01%
220
-248
977
$16.3K ﹤0.01%
224
-5
978
$16.3K ﹤0.01%
839
-97
979
$15.8K ﹤0.01%
545
+197
980
$15.8K ﹤0.01%
106
-6
981
$15.7K ﹤0.01%
876
+87
982
$15.7K ﹤0.01%
143
+43
983
$15.6K ﹤0.01%
752
+329
984
$15.6K ﹤0.01%
259
-3
985
$15.5K ﹤0.01%
498
986
$15.4K ﹤0.01%
338
-50
987
$15.4K ﹤0.01%
623
-310
988
$15.1K ﹤0.01%
439
-1,984
989
$14.9K ﹤0.01%
248
990
$14.8K ﹤0.01%
362
991
$14.7K ﹤0.01%
134
-7
992
$14.6K ﹤0.01%
123
993
$14.5K ﹤0.01%
150
+33
994
$14.5K ﹤0.01%
48
995
$14.3K ﹤0.01%
556
-108
996
$14K ﹤0.01%
535
+105
997
$14K ﹤0.01%
96
-10
998
$14K ﹤0.01%
142
999
$14K ﹤0.01%
+3,508
1000
$13.9K ﹤0.01%
134
+26
38 39
40
41 42