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
976
$14.8K ﹤0.01%
89
+20
977
$14.7K ﹤0.01%
498
978
$14.6K ﹤0.01%
248
979
$14.6K ﹤0.01%
24
980
$14.5K ﹤0.01%
312
-542
981
$14.3K ﹤0.01%
73
+33
982
$14.3K ﹤0.01%
216
-8
983
$14.2K ﹤0.01%
260
-123
984
$14.1K ﹤0.01%
86
+15
985
$14K ﹤0.01%
393
-427
986
$14K ﹤0.01%
282
-2,135
987
$13.9K ﹤0.01%
440
+1
988
$13.9K ﹤0.01%
482
-264
989
$13.8K ﹤0.01%
185
+176
990
$13.8K ﹤0.01%
127
-16
991
$13.7K ﹤0.01%
123
992
$13.6K ﹤0.01%
108
-3
993
$13.5K ﹤0.01%
213
+7
994
$13.5K ﹤0.01%
+126
995
$13.1K ﹤0.01%
433
+272
996
$13.1K ﹤0.01%
2,249
997
$13.1K ﹤0.01%
387
+185
998
$13.1K ﹤0.01%
2,033
999
$12.9K ﹤0.01%
148
-335
1000
$12.8K ﹤0.01%
65
+12
38 39
40
41 42