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
1126
$5.12K ﹤0.01%
251
1127
$4.95K ﹤0.01%
48
1128
$4.85K ﹤0.01%
214
1129
$4.76K ﹤0.01%
+100
1130
$4.7K ﹤0.01%
161
1131
$4.68K ﹤0.01%
71
-22
1132
$4.54K ﹤0.01%
210
-1
1133
$4.5K ﹤0.01%
130
1134
$4.5K ﹤0.01%
270
-200
1135
$4.43K ﹤0.01%
538
1136
$4.23K ﹤0.01%
306
-17,229
1137
$4.05K ﹤0.01%
119
1138
$3.98K ﹤0.01%
28
-6
1139
$3.95K ﹤0.01%
170
1140
$3.93K ﹤0.01%
201
1141
$3.92K ﹤0.01%
240
1142
$3.91K ﹤0.01%
30
-226
1143
$3.75K ﹤0.01%
358
1144
$3.53K ﹤0.01%
139
+76
1145
$3.52K ﹤0.01%
140
1146
$3.34K ﹤0.01%
35
1147
$3.29K ﹤0.01%
36
1148
$3.17K ﹤0.01%
30
+6
1149
$3.13K ﹤0.01%
81
1150
$3.13K ﹤0.01%
232
-50
44 45
46
47 48