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
876
$28.7K ﹤0.01%
289
877
$28.4K ﹤0.01%
96
+33
878
$28.4K ﹤0.01%
+322
879
$28.3K ﹤0.01%
532
880
$28.3K ﹤0.01%
105
881
$28.3K ﹤0.01%
617
-28,551
882
$28.1K ﹤0.01%
211
-89
883
$27.7K ﹤0.01%
71
+49
884
$27.6K ﹤0.01%
171
885
$27.6K ﹤0.01%
672
-21
886
$27.5K ﹤0.01%
309
-65
887
$27.4K ﹤0.01%
739
+72
888
$27.3K ﹤0.01%
633
-480
889
$27.3K ﹤0.01%
606
890
$27K ﹤0.01%
576
891
$27K ﹤0.01%
+1,574
892
$26.6K ﹤0.01%
338
-307
893
$26.6K ﹤0.01%
2,061
-334
894
$26.3K ﹤0.01%
255
+121
895
$26.2K ﹤0.01%
1,481
+610
896
$25.9K ﹤0.01%
79
+31
897
$25.8K ﹤0.01%
566
-911
898
$25.7K ﹤0.01%
321
899
$25.4K ﹤0.01%
209
+119
900
$25.1K ﹤0.01%
360
+21
34 35
36
37 38