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
176
$2.69M 0.12%
45,491
+13,132
177
$2.68M 0.12%
30,167
-2,769
178
$2.66M 0.11%
26,825
-7,775
179
$2.65M 0.11%
27,734
-89
180
$2.63M 0.11%
27,559
-7,589
181
$2.62M 0.11%
74,139
+4,250
182
$2.6M 0.11%
12,915
-5,364
183
$2.58M 0.11%
258,581
-13,310
184
$2.56M 0.11%
89,831
+9,965
185
$2.55M 0.11%
23,793
+134
186
$2.53M 0.11%
5,184
-10,193
187
$2.52M 0.11%
6,597
-21
188
$2.48M 0.11%
142,026
-2,739
189
$2.45M 0.11%
118,124
-3,320
190
$2.44M 0.11%
21,912
-195
191
$2.41M 0.1%
23,228
+3,771
192
$2.39M 0.1%
56,055
+8,535
193
$2.39M 0.1%
26,187
+3,827
194
$2.38M 0.1%
8,491
+38
195
$2.38M 0.1%
19,840
+671
196
$2.35M 0.1%
14,050
+236
197
$2.34M 0.1%
7,912
+60
198
$2.31M 0.1%
87,487
-5,309
199
$2.31M 0.1%
+14,389
200
$2.3M 0.1%
17,217
+7,057
6 7
8
9 10