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
1151
$2.97K ﹤0.01%
255
-15
1152
$2.94K ﹤0.01%
177
-24
1153
$2.69K ﹤0.01%
878
-22,410
1154
$2.64K ﹤0.01%
49
1155
$2.6K ﹤0.01%
21
1156
$2.57K ﹤0.01%
37
-129
1157
$2.5K ﹤0.01%
135
-569
1158
$2.48K ﹤0.01%
26
-105
1159
$2.46K ﹤0.01%
126
1160
$2.27K ﹤0.01%
+87
1161
$2.27K ﹤0.01%
+50
1162
$2.26K ﹤0.01%
16
1163
$2.24K ﹤0.01%
24
1164
$2.18K ﹤0.01%
53
1165
$2.16K ﹤0.01%
67
1166
$2.03K ﹤0.01%
+11
1167
$1.99K ﹤0.01%
74
1168
$1.97K ﹤0.01%
33
1169
$1.94K ﹤0.01%
+39
1170
$1.81K ﹤0.01%
113
-26
1171
$1.81K ﹤0.01%
115
-87
1172
$1.79K ﹤0.01%
+25
1173
$1.77K ﹤0.01%
63
1174
$1.75K ﹤0.01%
23
1175
$1.72K ﹤0.01%
91
-1,142
45 46
47
48 49