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
101
$5.1M 0.22%
52,073
+19,006
102
$5.1M 0.22%
79,226
+7,630
103
$5.03M 0.22%
83,595
-875
104
$5.03M 0.22%
21,465
+1,248
105
$5.03M 0.22%
10,983
-6,242
106
$4.96M 0.21%
10,764
-147
107
$4.9M 0.21%
50,734
+3,973
108
$4.85M 0.21%
64,521
+5,376
109
$4.81M 0.21%
23,162
+751
110
$4.68M 0.2%
6,446
+2,133
111
$4.66M 0.2%
8,941
-2,268
112
$4.59M 0.2%
20,360
-2,804
113
$4.58M 0.2%
65,156
-10,503
114
$4.58M 0.2%
71,130
-4,260
115
$4.57M 0.2%
8,140
-532
116
$4.51M 0.19%
79,342
-3,691
117
$4.48M 0.19%
86,503
+7,485
118
$4.3M 0.19%
76,022
-2,640
119
$4.25M 0.18%
17,349
+2,015
120
$4.22M 0.18%
14,082
-2,604
121
$4.2M 0.18%
29,070
-2,420
122
$4.2M 0.18%
11,988
-762
123
$4.15M 0.18%
103,562
-22,536
124
$4.14M 0.18%
38,148
+2,161
125
$4.14M 0.18%
23,751
+1,107
3 4
5
6 7