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
901
$24.9K ﹤0.01%
689
-225
902
$24.6K ﹤0.01%
929
903
$24.6K ﹤0.01%
308
+176
904
$24.4K ﹤0.01%
1,309
-21
905
$24.2K ﹤0.01%
152
+21
906
$24.1K ﹤0.01%
557
907
$24K ﹤0.01%
370
-4
908
$23.9K ﹤0.01%
627
909
$23.8K ﹤0.01%
238
+74
910
$23.5K ﹤0.01%
471
-389
911
$23.4K ﹤0.01%
238
-10
912
$23.4K ﹤0.01%
481
-201
913
$23.1K ﹤0.01%
1,686
-355
914
$23K ﹤0.01%
12,351
+12,213
915
$22.9K ﹤0.01%
509
-482
916
$22.8K ﹤0.01%
1,384
-196
917
$22.3K ﹤0.01%
647
+278
918
$22.1K ﹤0.01%
3,061
-35
919
$21.9K ﹤0.01%
1,792
920
$21.8K ﹤0.01%
344
-90
921
$21.8K ﹤0.01%
369
922
$21.5K ﹤0.01%
273
+11
923
$21.2K ﹤0.01%
83
+41
924
$21K ﹤0.01%
1,570
+1,500
925
$20.7K ﹤0.01%
132
35 36
37
38 39