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
1076
$8.46K ﹤0.01%
2,273
+245
1077
$8.42K ﹤0.01%
342
-22
1078
$8.42K ﹤0.01%
61
+33
1079
$8.38K ﹤0.01%
258
1080
$8.09K ﹤0.01%
272
-837
1081
$8.06K ﹤0.01%
269
1082
$8.01K ﹤0.01%
116
+111
1083
$7.97K ﹤0.01%
596
1084
$7.91K ﹤0.01%
44
1085
$7.73K ﹤0.01%
55
1086
$7.66K ﹤0.01%
219
1087
$7.62K ﹤0.01%
145
1088
$7.58K ﹤0.01%
202
-11
1089
$7.44K ﹤0.01%
316
1090
$7.37K ﹤0.01%
555
+83
1091
$7.35K ﹤0.01%
157
1092
$7.19K ﹤0.01%
+45
1093
$6.98K ﹤0.01%
68
1094
$6.96K ﹤0.01%
32
1095
$6.93K ﹤0.01%
599
+410
1096
$6.86K ﹤0.01%
191
1097
$6.8K ﹤0.01%
193
-146
1098
$6.79K ﹤0.01%
22
1099
$6.78K ﹤0.01%
78
-7
1100
$6.77K ﹤0.01%
44
42 43
44
45 46