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
826
$36.5K ﹤0.01%
879
+173
827
$36.5K ﹤0.01%
224
-4
828
$36.4K ﹤0.01%
978
829
$36.3K ﹤0.01%
1,137
+394
830
$36.2K ﹤0.01%
174
-26
831
$36K ﹤0.01%
673
832
$35.9K ﹤0.01%
1,008
-41
833
$35.7K ﹤0.01%
640
-20
834
$35.3K ﹤0.01%
828
-68
835
$34.6K ﹤0.01%
1,022
836
$34.5K ﹤0.01%
364
-43
837
$34.3K ﹤0.01%
780
-410
838
$34.2K ﹤0.01%
601
-590
839
$34.1K ﹤0.01%
237
840
$34.1K ﹤0.01%
2,348
-1,037
841
$33.9K ﹤0.01%
915
-12
842
$33.6K ﹤0.01%
201
843
$33.6K ﹤0.01%
320
-410
844
$33.4K ﹤0.01%
1,167
-217
845
$33.3K ﹤0.01%
+4,378
846
$33.2K ﹤0.01%
164
-45
847
$33.2K ﹤0.01%
1,941
848
$33K ﹤0.01%
6,735
849
$32.7K ﹤0.01%
772
-28
850
$32.6K ﹤0.01%
565
+193
32 33
34
35 36