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
1001
$13.8K ﹤0.01%
2,249
-334
1002
$13.6K ﹤0.01%
206
1003
$13.5K ﹤0.01%
139
-53
1004
$13.5K ﹤0.01%
125
+81
1005
$13.4K ﹤0.01%
90
-42
1006
$13.2K ﹤0.01%
408
+392
1007
$13.1K ﹤0.01%
+433
1008
$12.9K ﹤0.01%
113
1009
$12.9K ﹤0.01%
172
-2
1010
$12.9K ﹤0.01%
69
+10
1011
$12.7K ﹤0.01%
1,322
-27
1012
$12.7K ﹤0.01%
71
+6
1013
$12.6K ﹤0.01%
2,033
1014
$12.4K ﹤0.01%
762
1015
$12.3K ﹤0.01%
+455
1016
$12.2K ﹤0.01%
114
+49
1017
$12.1K ﹤0.01%
179
+27
1018
$12.1K ﹤0.01%
414
+48
1019
$12K ﹤0.01%
807
1020
$11.8K ﹤0.01%
146
-32
1021
$11.8K ﹤0.01%
270
1022
$11.7K ﹤0.01%
28
+1
1023
$11.6K ﹤0.01%
338
+35
1024
$11.6K ﹤0.01%
431
1025
$11.3K ﹤0.01%
190
+15
39 40
41
42 43