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
601
$134K 0.01%
1,617
-72
602
$134K 0.01%
2,984
-7,234
603
$129K 0.01%
3,403
-172
604
$129K 0.01%
266
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605
$127K 0.01%
971
+13
606
$127K 0.01%
1,625
+431
607
$126K 0.01%
2,113
+216
608
$126K 0.01%
2,758
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609
$126K 0.01%
4,258
-476
610
$125K 0.01%
708
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611
$125K 0.01%
839
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612
$124K 0.01%
1,115
-3
613
$122K 0.01%
1,650
+179
614
$120K 0.01%
4,476
-1,033
615
$117K 0.01%
1,279
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616
$117K 0.01%
1,081
-42
617
$117K 0.01%
687
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618
$116K 0.01%
584
619
$115K 0.01%
2,927
+378
620
$115K 0.01%
1,055
-236
621
$115K 0.01%
419
+318
622
$115K 0.01%
2,285
+475
623
$113K ﹤0.01%
1,502
+221
624
$113K ﹤0.01%
9,066
+653
625
$112K ﹤0.01%
1,501
-2,907
23 24
25
26 27