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
551
$192K 0.01%
5,187
552
$191K 0.01%
2,599
-412
553
$190K 0.01%
1,496
-248
554
$188K 0.01%
11,456
-409
555
$187K 0.01%
12,818
-4,109
556
$187K 0.01%
9,176
-4,688
557
$186K 0.01%
883
+222
558
$183K 0.01%
4,914
+806
559
$183K 0.01%
883
-4,692
560
$182K 0.01%
1,175
-297
561
$181K 0.01%
1,722
-224
562
$180K 0.01%
5,918
+170
563
$180K 0.01%
1,740
564
$179K 0.01%
+6,276
565
$178K 0.01%
624
-52
566
$178K 0.01%
6,580
-39
567
$176K 0.01%
1,903
-149
568
$176K 0.01%
1,500
+168
569
$175K 0.01%
900
-77
570
$174K 0.01%
4,946
+2,718
571
$172K 0.01%
2,008
+1,204
572
$171K 0.01%
7,770
+298
573
$168K 0.01%
986
-91
574
$166K 0.01%
829
-17
575
$166K 0.01%
1,962
+1,481
21 22
23
24 25