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
51
$8.08M 0.35%
103,127
+1,695
52
$8.07M 0.35%
117,890
+7,005
53
$7.96M 0.34%
104,796
-27,247
54
$7.87M 0.34%
170,230
-11,214
55
$7.86M 0.34%
71,195
-11,006
56
$7.62M 0.33%
19,251
-850
57
$7.48M 0.32%
113,705
-7,305
58
$7.33M 0.32%
221,708
-1,256
59
$7.06M 0.31%
277,959
+3,415
60
$6.97M 0.3%
19,901
-2,172
61
$6.97M 0.3%
94,559
+14,772
62
$6.89M 0.3%
62,835
-1,273
63
$6.71M 0.29%
89,152
-641
64
$6.71M 0.29%
28,353
+905
65
$6.55M 0.28%
17,564
+1,276
66
$6.54M 0.28%
78,770
-20,440
67
$6.45M 0.28%
73,119
-1,164
68
$6.45M 0.28%
37,621
+834
69
$6.37M 0.28%
43,641
-5,453
70
$6.34M 0.27%
142,925
-19,711
71
$6.15M 0.27%
182,523
-12,355
72
$6M 0.26%
126,004
+43,832
73
$5.97M 0.26%
113,106
-8,999
74
$5.93M 0.26%
44,972
-1,396
75
$5.89M 0.26%
25,085
-1,536
1 2
3
4 5