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
276
$1.33M 0.06%
2,920
+65
277
$1.33M 0.06%
2,884
-119
278
$1.33M 0.06%
6,395
+880
279
$1.3M 0.06%
20,013
-1,983
280
$1.3M 0.06%
54,592
+2,233
281
$1.28M 0.06%
5,548
+63
282
$1.27M 0.06%
33,725
+4,579
283
$1.27M 0.06%
2,920
+365
284
$1.26M 0.05%
12,254
+62
285
$1.26M 0.05%
8,995
+130
286
$1.24M 0.05%
3,844
-319
287
$1.24M 0.05%
15,251
-2,004
288
$1.22M 0.05%
8,083
-2,587
289
$1.22M 0.05%
10,783
+432
290
$1.21M 0.05%
17,493
+33
291
$1.21M 0.05%
13,022
-189
292
$1.21M 0.05%
4,601
-717
293
$1.2M 0.05%
2,753
-108
294
$1.19M 0.05%
26,225
+1,085
295
$1.17M 0.05%
7,360
+882
296
$1.17M 0.05%
8,999
-3,919
297
$1.16M 0.05%
10,864
-725
298
$1.15M 0.05%
5,219
-2,157
299
$1.15M 0.05%
6,615
+954
300
$1.15M 0.05%
11,303
+1,858
10 11
12
13 14