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
401
$541K 0.02%
2,891
-84
402
$537K 0.02%
2,682
-1,587
403
$536K 0.02%
4,566
-579
404
$530K 0.02%
22,135
-4,294
405
$530K 0.02%
2,719
+1,297
406
$524K 0.02%
4,643
-13
407
$515K 0.02%
9,386
+586
408
$511K 0.02%
14,864
+12,915
409
$506K 0.02%
1,102
-10
410
$505K 0.02%
3,228
+100
411
$500K 0.02%
3,668
-102
412
$496K 0.02%
13,006
-3,428
413
$495K 0.02%
9,593
-9,110
414
$491K 0.02%
12,939
-3,224
415
$484K 0.02%
8,776
-52
416
$480K 0.02%
11,388
-10,967
417
$479K 0.02%
9,631
+7
418
$476K 0.02%
6,206
+331
419
$475K 0.02%
3,305
+1,172
420
$475K 0.02%
3,405
+381
421
$474K 0.02%
4,680
+121
422
$470K 0.02%
25,726
-858
423
$467K 0.02%
1,717
+33
424
$467K 0.02%
19,290
-4,715
425
$466K 0.02%
13,643
-2,600
15 16
17
18 19