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
626
$112K ﹤0.01%
731
+28
627
$111K ﹤0.01%
3,665
-49
628
$111K ﹤0.01%
14,466
629
$111K ﹤0.01%
2,606
+1,390
630
$110K ﹤0.01%
4,761
-179
631
$110K ﹤0.01%
40,132
-1
632
$109K ﹤0.01%
881
633
$109K ﹤0.01%
132
-4
634
$108K ﹤0.01%
+417
635
$107K ﹤0.01%
244
-67
636
$107K ﹤0.01%
855
637
$107K ﹤0.01%
620
-60
638
$107K ﹤0.01%
1,391
-24
639
$106K ﹤0.01%
6,586
+2,392
640
$105K ﹤0.01%
1,764
-2,921
641
$104K ﹤0.01%
683
-3,600
642
$103K ﹤0.01%
+1,313
643
$102K ﹤0.01%
1,368
-142
644
$102K ﹤0.01%
6,643
-325
645
$102K ﹤0.01%
1,198
-116
646
$102K ﹤0.01%
5,535
-158
647
$101K ﹤0.01%
3,567
-944
648
$101K ﹤0.01%
2,347
+1,047
649
$101K ﹤0.01%
2,379
-21
650
$100K ﹤0.01%
2,026
+290
24 25
26
27 28