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
526
$228K 0.01%
3,458
+263
527
$227K 0.01%
25,193
-327
528
$227K 0.01%
1,790
-473
529
$224K 0.01%
1,571
-1,788
530
$223K 0.01%
9,158
-2,625
531
$221K 0.01%
3,550
-258
532
$221K 0.01%
2,744
+114
533
$219K 0.01%
10,199
+2,697
534
$218K 0.01%
2,298
+328
535
$216K 0.01%
1,681
+627
536
$215K 0.01%
2,839
-299
537
$211K 0.01%
3,232
-230
538
$209K 0.01%
3,401
-123
539
$207K 0.01%
5,831
-263
540
$204K 0.01%
4,848
-11,990
541
$204K 0.01%
928
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542
$203K 0.01%
9,149
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543
$202K 0.01%
3,545
-2,491
544
$199K 0.01%
1,865
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545
$198K 0.01%
579
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546
$198K 0.01%
1,395
-220
547
$197K 0.01%
4,673
-1,049
548
$195K 0.01%
7,782
+1,390
549
$194K 0.01%
3,047
+48
550
$193K 0.01%
631
-130
20 21
22
23 24