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
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%
1,372
+57
533
$219K 0.01%
10,199
+2,697
534
$218K 0.01%
2,298
+328
535
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1,681
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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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$203K 0.01%
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543
$202K 0.01%
3,545
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544
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1,865
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545
$198K 0.01%
579
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546
$198K 0.01%
1,395
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547
$197K 0.01%
4,673
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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