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
926
$20.7K ﹤0.01%
245
+103
927
$20.6K ﹤0.01%
126
+4
928
$20.6K ﹤0.01%
1,254
-2,110
929
$20.5K ﹤0.01%
631
+217
930
$20.3K ﹤0.01%
702
+70
931
$20.1K ﹤0.01%
157
932
$20K ﹤0.01%
212
-250
933
$19.9K ﹤0.01%
121
-2
934
$19.6K ﹤0.01%
294
-8,263
935
$19.5K ﹤0.01%
287
-142
936
$19.4K ﹤0.01%
62
-58
937
$19.4K ﹤0.01%
635
-2
938
$19.4K ﹤0.01%
400
-7,476
939
$19.3K ﹤0.01%
150
-225
940
$19.2K ﹤0.01%
223
-25
941
$19.1K ﹤0.01%
470
-12,727
942
$18.9K ﹤0.01%
1,072
-70
943
$18.8K ﹤0.01%
217
944
$18.7K ﹤0.01%
358
-84
945
$18.6K ﹤0.01%
170
-38
946
$18.5K ﹤0.01%
91
947
$18.3K ﹤0.01%
115
+99
948
$18.3K ﹤0.01%
3,250
949
$18.2K ﹤0.01%
156
+31
950
$18.2K ﹤0.01%
573
+226
36 37
38
39 40