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
326
$919K 0.04%
10,579
+487
327
$910K 0.04%
43,727
-5,617
328
$895K 0.04%
12,984
-2,505
329
$881K 0.04%
3,427
-961
330
$876K 0.04%
2,015
+103
331
$872K 0.04%
+15,942
332
$858K 0.04%
27,190
-5,962
333
$854K 0.04%
1,511
+74
334
$849K 0.04%
25,822
+8,596
335
$846K 0.04%
25,508
-6,053
336
$842K 0.04%
12,432
-3,241
337
$838K 0.04%
22,180
-640
338
$837K 0.04%
7,251
+1,403
339
$829K 0.04%
44,830
+899
340
$823K 0.04%
138
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341
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39,070
+4,197
342
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7,332
-328
343
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38,424
+1,426
344
$802K 0.03%
4,183
-774
345
$798K 0.03%
11,973
+5,705
346
$790K 0.03%
24,424
-4,962
347
$789K 0.03%
11,055
-2,831
348
$780K 0.03%
15,939
+1,875
349
$768K 0.03%
7,257
+999
350
$767K 0.03%
21,910
-3,451
12 13
14
15 16