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
726
$65.1K ﹤0.01%
943
-63
727
$64.2K ﹤0.01%
705
-1,136
728
$64K ﹤0.01%
3,073
+470
729
$63.7K ﹤0.01%
743
-2
730
$63.2K ﹤0.01%
1,414
731
$62.9K ﹤0.01%
1,550
-90
732
$62.8K ﹤0.01%
+460
733
$62.6K ﹤0.01%
1,625
-22
734
$62.4K ﹤0.01%
779
+664
735
$62.3K ﹤0.01%
538
-12
736
$61.6K ﹤0.01%
1,303
-762
737
$61.2K ﹤0.01%
4,027
-136
738
$60.8K ﹤0.01%
1,646
+90
739
$60.6K ﹤0.01%
1,028
-506
740
$58.9K ﹤0.01%
292
+17
741
$58.7K ﹤0.01%
384
+94
742
$57.8K ﹤0.01%
1,674
743
$57.6K ﹤0.01%
966
+233
744
$57.5K ﹤0.01%
335
+68
745
$56.5K ﹤0.01%
276
+32
746
$56.2K ﹤0.01%
353
+103
747
$55.9K ﹤0.01%
1,438
-620
748
$55.7K ﹤0.01%
486
+50
749
$55.7K ﹤0.01%
4,598
-20
750
$55.6K ﹤0.01%
527
28 29
30
31 32