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
126
$4.1M 0.18%
123,537
-83,075
127
$4.09M 0.18%
29,647
-1,750
128
$4.06M 0.18%
13,155
-127
129
$4.05M 0.18%
82,172
+1,996
130
$4.02M 0.17%
73,920
-8,301
131
$3.96M 0.17%
19,921
-67
132
$3.95M 0.17%
8,137
-198
133
$3.92M 0.17%
8,354
-59
134
$3.9M 0.17%
19,046
+2,014
135
$3.9M 0.17%
61,185
-5,550
136
$3.83M 0.17%
70,653
+15
137
$3.77M 0.16%
201,052
+51,744
138
$3.74M 0.16%
33,391
+3,224
139
$3.73M 0.16%
92,073
+8,876
140
$3.7M 0.16%
49,447
+12,711
141
$3.65M 0.16%
10,566
-562
142
$3.65M 0.16%
127,078
-14,582
143
$3.58M 0.15%
117,814
-35,290
144
$3.46M 0.15%
21,388
-1,581
145
$3.46M 0.15%
68,389
+20,996
146
$3.37M 0.15%
37,325
-1,379
147
$3.37M 0.15%
15,488
+3,761
148
$3.27M 0.14%
9,842
+620
149
$3.27M 0.14%
15,361
-8,995
150
$3.24M 0.14%
42,015
-21,401
4 5
6
7 8