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
26
$18.2M 0.79%
119,861
-85
27
$18.1M 0.79%
157,717
-25,038
28
$17.9M 0.77%
140,285
+6,428
29
$15M 0.65%
152,569
+69,818
30
$14.5M 0.63%
153,280
+1,972
31
$13.3M 0.58%
306,760
-2,340
32
$13.1M 0.57%
56,691
-2,832
33
$13M 0.56%
73,475
-1,703
34
$12.8M 0.56%
88,489
-11,082
35
$12.4M 0.54%
73,603
+3,197
36
$12.4M 0.54%
133,974
-7,219
37
$11.3M 0.49%
75,973
+313
38
$11.2M 0.48%
22,146
+303
39
$10.6M 0.46%
35,320
+3,533
40
$10.1M 0.44%
203,309
+55,253
41
$10.1M 0.44%
144,926
-9,506
42
$9.34M 0.4%
22,510
-990
43
$9.07M 0.39%
16,891
-936
44
$8.82M 0.38%
32,770
-998
45
$8.8M 0.38%
42,250
+2,378
46
$8.8M 0.38%
271,465
-20,508
47
$8.75M 0.38%
84,988
-9,458
48
$8.55M 0.37%
114,579
+13,176
49
$8.39M 0.36%
156,117
-45,295
50
$8.32M 0.36%
129,231
+8,624
1
2
3 4 5