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
351
$758K 0.03%
8,250
-451
352
$755K 0.03%
9,677
-983
353
$749K 0.03%
7,973
-169
354
$747K 0.03%
3,308
-834
355
$746K 0.03%
2,749
-1,659
356
$739K 0.03%
3,255
-2
357
$735K 0.03%
12,569
+209
358
$734K 0.03%
12,831
+8,142
359
$734K 0.03%
23,866
+1,107
360
$726K 0.03%
23,275
-4,138
361
$723K 0.03%
2,940
+343
362
$710K 0.03%
22,758
-9,526
363
$706K 0.03%
7,027
+116
364
$702K 0.03%
9,430
-2,551
365
$700K 0.03%
13,098
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366
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2,659
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367
$683K 0.03%
25,262
-3,807
368
$677K 0.03%
6,034
-1,216
369
$677K 0.03%
5,337
+261
370
$670K 0.03%
1,721
-121
371
$668K 0.03%
7,569
-13,568
372
$665K 0.03%
1,368
-98
373
$664K 0.03%
16,394
-10,825
374
$660K 0.03%
11,616
-2,236
375
$658K 0.03%
9,676
+3,046
13 14
15
16 17