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
776
$48.3K ﹤0.01%
319
777
$47.6K ﹤0.01%
1,036
778
$47.1K ﹤0.01%
747
+260
779
$47K ﹤0.01%
231
+57
780
$46.8K ﹤0.01%
+614
781
$46.6K ﹤0.01%
320
782
$46.5K ﹤0.01%
428
-29
783
$46.4K ﹤0.01%
106
784
$46.3K ﹤0.01%
1,215
+220
785
$46K ﹤0.01%
361
-140
786
$45.2K ﹤0.01%
527
-126
787
$45.1K ﹤0.01%
1,568
+50
788
$45K ﹤0.01%
413
-15
789
$44.4K ﹤0.01%
701
+55
790
$43.8K ﹤0.01%
226
+43
791
$43.5K ﹤0.01%
1,732
792
$43.1K ﹤0.01%
70
+24
793
$43K ﹤0.01%
433
-18
794
$42.9K ﹤0.01%
1,673
+23
795
$42K ﹤0.01%
1,922
796
$41.8K ﹤0.01%
336
797
$41.8K ﹤0.01%
721
+26
798
$41.4K ﹤0.01%
628
+9
799
$41.2K ﹤0.01%
545
-660
800
$41.1K ﹤0.01%
556
-112
30 31
32
33 34