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
1026
$11.2K ﹤0.01%
43
+13
1027
$11.2K ﹤0.01%
391
1028
$11.2K ﹤0.01%
180
-134
1029
$11.2K ﹤0.01%
146
1030
$11.1K ﹤0.01%
+347
1031
$10.9K ﹤0.01%
1,950
1032
$10.9K ﹤0.01%
275
+187
1033
$10.7K ﹤0.01%
70
1034
$10.7K ﹤0.01%
+1,003
1035
$10.6K ﹤0.01%
53
+6
1036
$10.6K ﹤0.01%
164
1037
$10.6K ﹤0.01%
369
+250
1038
$10.5K ﹤0.01%
24
1039
$10.4K ﹤0.01%
73
1040
$10.4K ﹤0.01%
106
+12
1041
$10.2K ﹤0.01%
441
-470
1042
$10.1K ﹤0.01%
245
+190
1043
$10.1K ﹤0.01%
133
+20
1044
$10K ﹤0.01%
86
+56
1045
$10K ﹤0.01%
149
1046
$10K ﹤0.01%
296
1047
$9.92K ﹤0.01%
374
-1,406
1048
$9.88K ﹤0.01%
132
+64
1049
$9.88K ﹤0.01%
264
1050
$9.73K ﹤0.01%
407
+303
40 41
42
43 44