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
476
$312K 0.01%
+10,348
477
$312K 0.01%
11,608
-9,050
478
$309K 0.01%
2,199
+458
479
$308K 0.01%
36,991
+6,915
480
$305K 0.01%
7,944
-353
481
$303K 0.01%
4,099
+723
482
$299K 0.01%
11,490
-1,319
483
$296K 0.01%
740
+208
484
$294K 0.01%
4,831
485
$291K 0.01%
4,275
+2,188
486
$288K 0.01%
9,503
+273
487
$288K 0.01%
2,573
+193
488
$281K 0.01%
2,491
+78
489
$281K 0.01%
2,104
+1,998
490
$281K 0.01%
1,561
+541
491
$280K 0.01%
9,019
-366
492
$279K 0.01%
2,976
-16
493
$278K 0.01%
3,303
-52
494
$278K 0.01%
6,446
+177
495
$273K 0.01%
1,393
+709
496
$270K 0.01%
1,349
+10
497
$270K 0.01%
7,441
-5,735
498
$267K 0.01%
2,159
-280
499
$266K 0.01%
1,349
+5
500
$262K 0.01%
22,768
-866
18 19
20
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