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
451
$377K 0.02%
5,321
+20
452
$372K 0.02%
4,624
-3,068
453
$371K 0.02%
3,327
-4,656
454
$371K 0.02%
1,854
-783
455
$369K 0.02%
16,831
-88
456
$366K 0.02%
1,157
-149
457
$356K 0.02%
2,839
+2,531
458
$353K 0.02%
7,684
+348
459
$352K 0.02%
9,588
+6,946
460
$342K 0.01%
13,534
-2,570
461
$340K 0.01%
3,960
+1
462
$337K 0.01%
3,423
-186
463
$337K 0.01%
3,084
+603
464
$336K 0.01%
30,975
+3,083
465
$336K 0.01%
4,329
+269
466
$335K 0.01%
3,732
-5,236
467
$333K 0.01%
6,732
-3,267
468
$330K 0.01%
2,747
+2,535
469
$327K 0.01%
2,815
-184
470
$326K 0.01%
1,116
+264
471
$319K 0.01%
2,122
-9
472
$317K 0.01%
2,948
+324
473
$315K 0.01%
3,348
+71
474
$313K 0.01%
11,674
-175
475
$312K 0.01%
2,343
-1,809
17 18
19
20 21