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
-$4.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,283
New
Increased
Reduced
Closed

Top Buys

1
+$50M
2
+$25.2M
3
+$9.26M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$9.06M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$7.79M

Top Sells

1
+$6.15M
2
+$3.68M
3
+$3.18M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.88M
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
251
$1.53M 0.07%
8,803
-222
252
$1.51M 0.07%
16,747
-1,473
253
$1.5M 0.07%
17,436
+1,967
254
$1.5M 0.07%
10,103
+408
255
$1.5M 0.06%
6,074
-127
256
$1.49M 0.06%
1,081
-55
257
$1.48M 0.06%
16,303
+1,781
258
$1.47M 0.06%
20,634
-1,123
259
$1.46M 0.06%
14,176
+1,075
260
$1.46M 0.06%
7,649
-421
261
$1.46M 0.06%
24,014
+185
262
$1.45M 0.06%
11,813
-519
263
$1.45M 0.06%
15,193
-2,185
264
$1.42M 0.06%
8,938
-2,343
265
$1.42M 0.06%
1,636
-89
266
$1.42M 0.06%
5,185
+287
267
$1.4M 0.06%
8,571
+596
268
$1.38M 0.06%
41,991
-1,282
269
$1.38M 0.06%
3,688
-202
270
$1.38M 0.06%
13,019
-1,147
271
$1.37M 0.06%
9,853
+1,680
272
$1.37M 0.06%
14,693
-17
273
$1.35M 0.06%
25,776
-1,298
274
$1.35M 0.06%
7,960
-58
275
$1.34M 0.06%
14,984
-55
9 10
11
12 13