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
751
$55.6K ﹤0.01%
772
-17
752
$55.4K ﹤0.01%
358
-26
753
$54.8K ﹤0.01%
1,544
+358
754
$54.5K ﹤0.01%
538
-35
755
$54.5K ﹤0.01%
1,897
756
$54K ﹤0.01%
2,693
+738
757
$53.8K ﹤0.01%
1,364
-160
758
$53.6K ﹤0.01%
771
-69
759
$53.4K ﹤0.01%
770
-6
760
$53.4K ﹤0.01%
1,753
-725
761
$53.3K ﹤0.01%
571
-91
762
$53.2K ﹤0.01%
1,012
-82
763
$53K ﹤0.01%
3,052
+821
764
$52.8K ﹤0.01%
357
+10
765
$52.7K ﹤0.01%
827
-94
766
$52.3K ﹤0.01%
2,120
+138
767
$52K ﹤0.01%
894
-1,459
768
$52K ﹤0.01%
713
-55
769
$51.5K ﹤0.01%
490
-67
770
$51.1K ﹤0.01%
+654
771
$50.6K ﹤0.01%
1,969
-175
772
$50.3K ﹤0.01%
2,257
-331
773
$49.9K ﹤0.01%
919
-172
774
$49.7K ﹤0.01%
393
+108
775
$48.7K ﹤0.01%
396
+265
29 30
31
32 33