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
1101
$6.67K ﹤0.01%
124
1102
$6.56K ﹤0.01%
74
-46
1103
$6.27K ﹤0.01%
156
-22
1104
$6.27K ﹤0.01%
170
1105
$6.27K ﹤0.01%
318
1106
$6.27K ﹤0.01%
200
+40
1107
$6.26K ﹤0.01%
1,166
1108
$6.26K ﹤0.01%
306
1109
$6.05K ﹤0.01%
151
1110
$6K ﹤0.01%
88
1111
$5.94K ﹤0.01%
293
+30
1112
$5.94K ﹤0.01%
63
1113
$5.92K ﹤0.01%
482
+215
1114
$5.92K ﹤0.01%
5
1115
$5.8K ﹤0.01%
2,638
+920
1116
$5.66K ﹤0.01%
619
-38
1117
$5.64K ﹤0.01%
460
1118
$5.6K ﹤0.01%
93
1119
$5.55K ﹤0.01%
108
1120
$5.51K ﹤0.01%
95
+83
1121
$5.51K ﹤0.01%
+312
1122
$5.41K ﹤0.01%
184
1123
$5.39K ﹤0.01%
85
+45
1124
$5.29K ﹤0.01%
52
1125
$5.12K ﹤0.01%
115
43 44
45
46 47