TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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
+$51.4M
2
+$25.9M
3
+$9.62M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$9.43M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$8.15M

Top Sells

1
+$6.18M
2
+$3.82M
3
+$3.12M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.06M
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
501
$261K 0.01%
2,542
-323
502
$261K 0.01%
1,809
+6
503
$261K 0.01%
1,811
+534
504
$259K 0.01%
2,153
-62
505
$259K 0.01%
35,134
506
$259K 0.01%
5,919
+3,544
507
$256K 0.01%
2,833
-50
508
$251K 0.01%
6,399
+5,901
509
$250K 0.01%
1,368
+63
510
$248K 0.01%
3,022
-3,912
511
$247K 0.01%
3,077
-42
512
$245K 0.01%
6,319
-1,079
513
$242K 0.01%
4,130
+1,155
514
$241K 0.01%
3,232
-25
515
$238K 0.01%
4,710
+273
516
$237K 0.01%
1,183
+18
517
$236K 0.01%
1,891
+348
518
$236K 0.01%
1,161
+49
519
$232K 0.01%
2,712
-1,092
520
$232K 0.01%
2,651
-118
521
$231K 0.01%
3,630
+963
522
$231K 0.01%
13,423
-873
523
$230K 0.01%
30,637
-9,604
524
$230K 0.01%
869
-50
525
$230K 0.01%
4,595
-981
19 20
21
22 23