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
701
$75.7K ﹤0.01%
3,567
702
$75.3K ﹤0.01%
68
+31
703
$75.2K ﹤0.01%
1,665
-1,122
704
$75.2K ﹤0.01%
1,185
+233
705
$75K ﹤0.01%
2,676
-404
706
$75K ﹤0.01%
1,289
707
$73.9K ﹤0.01%
4,579
708
$73.8K ﹤0.01%
2,526
-1,508
709
$73.6K ﹤0.01%
975
+109
710
$73.6K ﹤0.01%
1,202
+142
711
$73.5K ﹤0.01%
2,690
+700
712
$73K ﹤0.01%
1,061
+164
713
$72.8K ﹤0.01%
160
-1
714
$71.4K ﹤0.01%
1,574
715
$71.3K ﹤0.01%
774
+124
716
$70.6K ﹤0.01%
727
+81
717
$69.8K ﹤0.01%
7,394
-370
718
$68.6K ﹤0.01%
719
+8
719
$67.6K ﹤0.01%
528
-30
720
$67.4K ﹤0.01%
1,416
-17
721
$67.1K ﹤0.01%
2,494
-253
722
$66.5K ﹤0.01%
1,253
-620
723
$66.5K ﹤0.01%
397
+133
724
$65.7K ﹤0.01%
526
+103
725
$65.2K ﹤0.01%
3,381
+3,335
27 28
29
30 31