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
201
$2.3M 0.1%
7,043
-56
202
$2.27M 0.1%
38,709
+210
203
$2.27M 0.1%
38,802
-813
204
$2.26M 0.1%
37,881
-3,113
205
$2.24M 0.1%
10,644
-55
206
$2.23M 0.1%
20,190
-222
207
$2.22M 0.1%
55,953
-993
208
$2.21M 0.1%
65,442
-4,749
209
$2.2M 0.1%
15,121
-1,322
210
$2.2M 0.1%
12,681
-498
211
$2.18M 0.09%
33,417
+1,359
212
$2.17M 0.09%
45,761
+3,176
213
$2.17M 0.09%
8,924
+1,338
214
$2.16M 0.09%
60,758
+4,503
215
$2.15M 0.09%
11,191
+99
216
$2.14M 0.09%
18,957
+2,251
217
$2.13M 0.09%
86,476
+4,854
218
$2.1M 0.09%
12,535
-3,818
219
$2.08M 0.09%
30,870
+3,352
220
$2.07M 0.09%
9,784
-284
221
$2.07M 0.09%
24,682
-98
222
$2.03M 0.09%
11,281
-698
223
$2.01M 0.09%
21,547
-185
224
$2.01M 0.09%
8,742
+1,628
225
$2.01M 0.09%
18,264
-1,553
7 8
9
10 11