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
676
$85K ﹤0.01%
1,190
+1,057
677
$84.6K ﹤0.01%
2,374
678
$84.5K ﹤0.01%
613
-45
679
$84.5K ﹤0.01%
1,550
-25
680
$84.1K ﹤0.01%
34,770
+21,376
681
$83.7K ﹤0.01%
867
682
$83.7K ﹤0.01%
2,804
+181
683
$83.5K ﹤0.01%
2,723
+343
684
$83.5K ﹤0.01%
767
685
$83.3K ﹤0.01%
5,209
+2,190
686
$81K ﹤0.01%
3,478
+3,037
687
$80.3K ﹤0.01%
1,904
+447
688
$79.9K ﹤0.01%
1,165
-19
689
$79.3K ﹤0.01%
1,303
+1,266
690
$78.5K ﹤0.01%
2,090
691
$78.5K ﹤0.01%
2,286
-417
692
$78.4K ﹤0.01%
399
+9
693
$78.4K ﹤0.01%
93
+28
694
$78K ﹤0.01%
2,108
695
$77.7K ﹤0.01%
471
+32
696
$77.2K ﹤0.01%
1,252
697
$77K ﹤0.01%
1,132
+38
698
$76.7K ﹤0.01%
2,281
+1,848
699
$76.5K ﹤0.01%
2,165
+61
700
$76.2K ﹤0.01%
2,261
-678
26 27
28
29 30