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
1176
$1.71K ﹤0.01%
9
1177
$1.7K ﹤0.01%
106
1178
$1.61K ﹤0.01%
29
-10
1179
$1.57K ﹤0.01%
30
1180
$1.56K ﹤0.01%
+124
1181
$1.54K ﹤0.01%
23
1182
$1.54K ﹤0.01%
16
1183
$1.53K ﹤0.01%
13
1184
$1.51K ﹤0.01%
251
1185
$1.5K ﹤0.01%
4
1186
$1.48K ﹤0.01%
26
1187
$1.46K ﹤0.01%
+10
1188
$1.41K ﹤0.01%
+47
1189
$1.36K ﹤0.01%
62
1190
$1.36K ﹤0.01%
19
1191
$1.34K ﹤0.01%
23
1192
$1.25K ﹤0.01%
47
1193
$1.23K ﹤0.01%
33
-460
1194
$1.21K ﹤0.01%
30
1195
$1.21K ﹤0.01%
31
1196
$1.17K ﹤0.01%
49
1197
$1.17K ﹤0.01%
25
1198
$1.13K ﹤0.01%
12
1199
$1.09K ﹤0.01%
16
-216
1200
$1.05K ﹤0.01%
193
46 47
48
49 50