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
76
$5.88M 0.25%
109,590
-6,470
77
$5.84M 0.25%
133,555
+13,902
78
$5.82M 0.25%
80,491
+15,970
79
$5.69M 0.25%
60,552
+4,081
80
$5.63M 0.24%
52,273
-2,592
81
$5.59M 0.24%
53,882
-2,966
82
$5.5M 0.24%
29,107
+9,186
83
$5.49M 0.24%
10,748
-235
84
$5.4M 0.23%
17,839
+32
85
$5.38M 0.23%
100,953
-25,596
86
$5.25M 0.23%
15,097
-985
87
$5.21M 0.23%
132,974
+3,950
88
$5.1M 0.22%
24,026
-795
89
$5.07M 0.22%
29,898
-2,536
90
$5.02M 0.22%
43,496
+10,105
91
$4.95M 0.21%
86,403
+5,979
92
$4.95M 0.21%
21,112
-353
93
$4.85M 0.21%
51,222
-7,457
94
$4.82M 0.21%
99,109
+30,720
95
$4.81M 0.21%
7,436
-700
96
$4.78M 0.21%
38,936
-2,301
97
$4.73M 0.21%
95,844
-2,115
98
$4.73M 0.2%
52,346
+26,159
99
$4.68M 0.2%
141,148
-16,358
100
$4.66M 0.2%
51,013
+279
2 3
4
5 6