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
951
$18.1K ﹤0.01%
382
952
$18.1K ﹤0.01%
116
+55
953
$18K ﹤0.01%
150
-44
954
$18K ﹤0.01%
438
+100
955
$17.8K ﹤0.01%
48
-1
956
$17.5K ﹤0.01%
355
-17
957
$17.4K ﹤0.01%
82
-2
958
$17.3K ﹤0.01%
122
+94
959
$17K ﹤0.01%
795
-1,542
960
$16.8K ﹤0.01%
282
-154
961
$16.7K ﹤0.01%
+199
962
$16.6K ﹤0.01%
191
963
$16.3K ﹤0.01%
864
964
$16K ﹤0.01%
1,620
-237
965
$15.9K ﹤0.01%
230
+40
966
$15.8K ﹤0.01%
228
+8
967
$15.8K ﹤0.01%
417
-13,174
968
$15.8K ﹤0.01%
147
+144
969
$15.7K ﹤0.01%
279
-163
970
$15.6K ﹤0.01%
232
+53
971
$15.5K ﹤0.01%
96
972
$15.1K ﹤0.01%
225
973
$15.1K ﹤0.01%
752
974
$15.1K ﹤0.01%
300
-183
975
$14.9K ﹤0.01%
75
+23
37 38
39
40 41