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
651
$100K ﹤0.01%
670
+186
652
$99.9K ﹤0.01%
1,938
-24
653
$99.3K ﹤0.01%
856
-128
654
$99.2K ﹤0.01%
1,377
+422
655
$97.2K ﹤0.01%
1,163
+131
656
$97.2K ﹤0.01%
808
+12
657
$97K ﹤0.01%
939
-5,061
658
$95.7K ﹤0.01%
64
+5
659
$94.2K ﹤0.01%
553
660
$93.9K ﹤0.01%
2,749
+420
661
$93.5K ﹤0.01%
652
-24
662
$93.3K ﹤0.01%
3,873
-5
663
$93.3K ﹤0.01%
1,488
+321
664
$92.5K ﹤0.01%
1,940
-694
665
$91.7K ﹤0.01%
566
-7
666
$90.7K ﹤0.01%
2,601
+29
667
$90.7K ﹤0.01%
711
-703
668
$90K ﹤0.01%
1,057
-495
669
$89.4K ﹤0.01%
5,582
-3,947
670
$88.5K ﹤0.01%
34,320
+655
671
$88.3K ﹤0.01%
758
672
$87K ﹤0.01%
3,774
-303
673
$86.3K ﹤0.01%
1,590
-94
674
$86.3K ﹤0.01%
3,080
-57
675
$86K ﹤0.01%
909
-30
25 26
27
28 29