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
376
$654K 0.03%
9,497
-21,373
377
$654K 0.03%
3,650
+111
378
$650K 0.03%
26,157
-7,155
379
$641K 0.03%
12,790
+68
380
$623K 0.03%
10,339
-1,573
381
$618K 0.03%
1,692
-119
382
$608K 0.03%
14,718
-531
383
$604K 0.03%
2,571
-862
384
$604K 0.03%
15,207
-1,958
385
$598K 0.03%
2,921
-776
386
$597K 0.03%
5,621
-300
387
$590K 0.03%
21,684
-5,324
388
$589K 0.03%
7,332
-847
389
$585K 0.03%
13,942
-2,258
390
$583K 0.03%
2,358
+28
391
$580K 0.03%
7,782
+5,723
392
$579K 0.03%
6,970
+1,340
393
$574K 0.02%
20,599
-5,308
394
$569K 0.02%
2,722
+11
395
$568K 0.02%
16,073
-4,462
396
$565K 0.02%
5,729
-814
397
$554K 0.02%
4,530
-221
398
$554K 0.02%
11,723
+5,309
399
$546K 0.02%
1,331
-3
400
$545K 0.02%
8,443
+7,978
14 15
16
17 18