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
1201
$1.04K ﹤0.01%
+13
1202
$1.02K ﹤0.01%
+10
1203
$1.01K ﹤0.01%
37
1204
$1K ﹤0.01%
55
1205
$999 ﹤0.01%
73
1206
$976 ﹤0.01%
56
+7
1207
$972 ﹤0.01%
430
-2,438
1208
$934 ﹤0.01%
+100
1209
$924 ﹤0.01%
37
1210
$911 ﹤0.01%
55
1211
$895 ﹤0.01%
+212
1212
$889 ﹤0.01%
17
1213
$886 ﹤0.01%
25
-278
1214
$884 ﹤0.01%
70
-12,275
1215
$856 ﹤0.01%
+73
1216
$845 ﹤0.01%
75
1217
$834 ﹤0.01%
153
1218
$816 ﹤0.01%
16
1219
$807 ﹤0.01%
46
1220
$779 ﹤0.01%
2
1221
$761 ﹤0.01%
10
-8
1222
$716 ﹤0.01%
193
-53
1223
$700 ﹤0.01%
20
1224
$674 ﹤0.01%
162
+68
1225
$674 ﹤0.01%
25
47 48
49
50 51