TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.31B
AUM Growth
-$4.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$25.9M
3
+$9.62M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$9.43M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$8.15M

Top Sells

1
+$6.18M
2
+$3.82M
3
+$3.12M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.06M
5
CSCO icon
Cisco
CSCO
+$2.44M

Sector Composition

1 Technology 8.69%
2 Healthcare 5.94%
3 Financials 5.79%
4 Industrials 4.14%
5 Communication Services 3.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.76M 0.08%
34,809
-3,993
227
$1.75M 0.08%
9,719
-1,472
228
$1.74M 0.08%
63,548
-1,894
229
$1.74M 0.08%
36,852
-8,909
230
$1.72M 0.07%
21,753
-2,929
231
$1.72M 0.07%
24,617
-21,190
232
$1.72M 0.07%
72,900
-14,587
233
$1.72M 0.07%
34,360
-3,521
234
$1.71M 0.07%
11,219
-1,462
235
$1.68M 0.07%
8,287
-1,497
236
$1.67M 0.07%
20,442
+12,874
237
$1.67M 0.07%
18,096
+738
238
$1.65M 0.07%
12,189
-1,852
239
$1.64M 0.07%
39,848
-132
240
$1.63M 0.07%
7,324
-58
241
$1.62M 0.07%
4,069
-156
242
$1.62M 0.07%
18,867
-2,680
243
$1.61M 0.07%
3,946
-525
244
$1.6M 0.07%
27,466
-3,923
245
$1.59M 0.07%
17,898
+1,437
246
$1.59M 0.07%
64,268
+623
247
$1.58M 0.07%
5,789
-1,002
248
$1.57M 0.07%
17,688
-1,781
249
$1.57M 0.07%
3,023
-372
250
$1.54M 0.07%
6,129
-1,407
8 9
10
11 12