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
1226
$664 ﹤0.01%
90
-2,121
1227
$660 ﹤0.01%
33
1228
$634 ﹤0.01%
9
1229
$630 ﹤0.01%
68
+3
1230
$611 ﹤0.01%
38
-1,239
1231
$596 ﹤0.01%
15
1232
$577 ﹤0.01%
7
1233
$509 ﹤0.01%
133
1234
$508 ﹤0.01%
9
-11
1235
$481 ﹤0.01%
6
-8
1236
$421 ﹤0.01%
+40
1237
$392 ﹤0.01%
17
1238
$389 ﹤0.01%
+99
1239
$372 ﹤0.01%
9
1240
$350 ﹤0.01%
37
-13,225
1241
$334 ﹤0.01%
+18
1242
$327 ﹤0.01%
3
-8
1243
$319 ﹤0.01%
93
1244
$313 ﹤0.01%
4
1245
$290 ﹤0.01%
3
1246
$279 ﹤0.01%
+138
1247
$278 ﹤0.01%
1
-100
1248
$270 ﹤0.01%
67
1249
$232 ﹤0.01%
2
1250
$191 ﹤0.01%
8
-606
48 49
50
51 52