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
576
$165K 0.01%
681
-182
577
$165K 0.01%
901
+29
578
$163K 0.01%
20,280
-7
579
$163K 0.01%
646
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580
$162K 0.01%
2,415
+157
581
$161K 0.01%
3,732
-6,464
582
$160K 0.01%
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-410
583
$160K 0.01%
1,101
-7
584
$160K 0.01%
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585
$157K 0.01%
2,963
-17
586
$155K 0.01%
2,417
+507
587
$154K 0.01%
223
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588
$154K 0.01%
14,275
-86,562
589
$151K 0.01%
+3,421
590
$150K 0.01%
206
-118
591
$148K 0.01%
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592
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593
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721
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594
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3,025
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595
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881
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596
$143K 0.01%
4,690
-550
597
$141K 0.01%
1,705
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598
$141K 0.01%
3,817
-73
599
$141K 0.01%
1,137
-154
600
$138K 0.01%
3,140
+117
22 23
24
25 26