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
801
$41K ﹤0.01%
158
+1
802
$40.9K ﹤0.01%
1,615
+179
803
$40.6K ﹤0.01%
405
+402
804
$40.4K ﹤0.01%
634
+166
805
$40.4K ﹤0.01%
673
806
$40.2K ﹤0.01%
601
+9
807
$39.7K ﹤0.01%
789
-374
808
$39.6K ﹤0.01%
233
-137
809
$39.4K ﹤0.01%
98,390
810
$39.2K ﹤0.01%
1,928
+69
811
$39.2K ﹤0.01%
368
+29
812
$38.8K ﹤0.01%
541
813
$38.8K ﹤0.01%
906
+212
814
$38.3K ﹤0.01%
513
-90
815
$38.3K ﹤0.01%
203
-47
816
$38.2K ﹤0.01%
4,505
817
$38.2K ﹤0.01%
748
-204
818
$38K ﹤0.01%
1,530
-221
819
$37.8K ﹤0.01%
962
820
$37.7K ﹤0.01%
865
-51
821
$37.3K ﹤0.01%
879
+197
822
$37.1K ﹤0.01%
2,630
-225
823
$36.8K ﹤0.01%
478
+16
824
$36.8K ﹤0.01%
3,412
825
$36.6K ﹤0.01%
267
+192
31 32
33
34 35