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
851
$32.5K ﹤0.01%
671
852
$32.5K ﹤0.01%
485
+149
853
$32.3K ﹤0.01%
670
854
$32.1K ﹤0.01%
373
-107
855
$32K ﹤0.01%
289
-46
856
$31.8K ﹤0.01%
84
+27
857
$31.8K ﹤0.01%
419
+93
858
$31.6K ﹤0.01%
1,555
+1,378
859
$31.6K ﹤0.01%
82
+24
860
$31.3K ﹤0.01%
708
-9,930
861
$31.2K ﹤0.01%
3,171
-898
862
$31.2K ﹤0.01%
540
+525
863
$30.7K ﹤0.01%
1,134
+187
864
$30.5K ﹤0.01%
171
865
$30.5K ﹤0.01%
298
+159
866
$30.4K ﹤0.01%
287
+71
867
$30.4K ﹤0.01%
439
868
$30.3K ﹤0.01%
492
869
$30.2K ﹤0.01%
+590
870
$30.2K ﹤0.01%
946
-3
871
$30K ﹤0.01%
382
+308
872
$29.8K ﹤0.01%
536
-11
873
$29.6K ﹤0.01%
505
-14
874
$29.4K ﹤0.01%
241
-25
875
$28.8K ﹤0.01%
1,469
33 34
35
36 37