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
426
$458K 0.02%
8,018
+670
427
$455K 0.02%
12,050
+625
428
$452K 0.02%
3,158
-191
429
$450K 0.02%
1,023
+49
430
$447K 0.02%
8,630
-2,759
431
$444K 0.02%
6,665
-455
432
$441K 0.02%
12,396
-5,042
433
$439K 0.02%
7,721
-2,019
434
$437K 0.02%
27,089
+6,764
435
$435K 0.02%
6,147
-4,243
436
$434K 0.02%
3,926
-3,067
437
$429K 0.02%
21,375
+19,780
438
$426K 0.02%
3,171
-43
439
$420K 0.02%
1,595
+57
440
$418K 0.02%
6,053
+234
441
$418K 0.02%
3,873
-4,071
442
$409K 0.02%
10,815
+6,987
443
$406K 0.02%
3,136
+224
444
$405K 0.02%
3,063
+221
445
$405K 0.02%
1,587
+908
446
$399K 0.02%
5,107
+267
447
$399K 0.02%
9,873
+2,740
448
$389K 0.02%
4,384
-6,249
449
$380K 0.02%
22,944
-954
450
$377K 0.02%
11,240
16 17
18
19 20