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
301
$1.15M 0.05%
373
-113
302
$1.14M 0.05%
447
-67
303
$1.12M 0.05%
5,752
-164
304
$1.12M 0.05%
16,156
+274
305
$1.1M 0.05%
30,150
+50
306
$1.09M 0.05%
17,474
-6,794
307
$1.09M 0.05%
21,690
+1,855
308
$1.09M 0.05%
44,398
+6,964
309
$1.08M 0.05%
13,374
-429
310
$1.07M 0.05%
33,985
+6,905
311
$1.07M 0.05%
20,624
-1,651
312
$1.05M 0.05%
2,938
-48
313
$1.04M 0.05%
19,274
-1,294
314
$1.04M 0.04%
22,151
+113
315
$1.02M 0.04%
2,711
-562
316
$1.02M 0.04%
45,825
+1,794
317
$1.01M 0.04%
687
-234
318
$988K 0.04%
2,223
-289
319
$964K 0.04%
3,916
-581
320
$964K 0.04%
11,098
+1,145
321
$963K 0.04%
17,416
-98
322
$958K 0.04%
7,319
-101
323
$938K 0.04%
4,657
-88
324
$928K 0.04%
4,467
+174
325
$924K 0.04%
56,080
+1,670
11 12
13
14 15