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
151
$3.24M 0.14%
49,967
-1,217
152
$3.21M 0.14%
69,519
-15,654
153
$3.17M 0.14%
12,124
-361
154
$3.17M 0.14%
45,807
+5,935
155
$3.16M 0.14%
43,300
+1,916
156
$3.15M 0.14%
8,408
+73
157
$3.14M 0.14%
37,590
-4,067
158
$3.1M 0.13%
10,746
-45
159
$3.05M 0.13%
27,984
-24,300
160
$3.02M 0.13%
12,821
-6,058
161
$3M 0.13%
101,791
+10,116
162
$2.97M 0.13%
11,961
+118
163
$2.95M 0.13%
273,914
-21,082
164
$2.88M 0.12%
44,981
+2,630
165
$2.87M 0.12%
58,956
-956
166
$2.86M 0.12%
57,762
-3,753
167
$2.84M 0.12%
49,258
+5,237
168
$2.84M 0.12%
26,490
+2,992
169
$2.84M 0.12%
23,146
-704
170
$2.8M 0.12%
14,442
+132
171
$2.77M 0.12%
23,724
+477
172
$2.77M 0.12%
105,068
-5,297
173
$2.76M 0.12%
8,360
+94
174
$2.74M 0.12%
28,030
+2,647
175
$2.72M 0.12%
39,884
-25,903
5 6
7
8 9