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
1051
$9.72K ﹤0.01%
319
1052
$9.7K ﹤0.01%
112
1053
$9.69K ﹤0.01%
1,233
-1,429
1054
$9.68K ﹤0.01%
40
-5
1055
$9.63K ﹤0.01%
137
-38
1056
$9.63K ﹤0.01%
49
1057
$9.61K ﹤0.01%
75
1058
$9.57K ﹤0.01%
752
1059
$9.49K ﹤0.01%
93
1060
$9.44K ﹤0.01%
42
-7
1061
$9.43K ﹤0.01%
869
1062
$9.29K ﹤0.01%
115
-54
1063
$9.22K ﹤0.01%
113
+55
1064
$9.19K ﹤0.01%
106
+26
1065
$9.1K ﹤0.01%
329
1066
$9.1K ﹤0.01%
194
1067
$9.02K ﹤0.01%
272
1068
$9.01K ﹤0.01%
356
1069
$8.86K ﹤0.01%
1,000
1070
$8.84K ﹤0.01%
167
-243
1071
$8.72K ﹤0.01%
+109
1072
$8.66K ﹤0.01%
182
-728
1073
$8.63K ﹤0.01%
340
+157
1074
$8.6K ﹤0.01%
99
1075
$8.59K ﹤0.01%
245
41 42
43
44 45