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
1001
$12.8K ﹤0.01%
362
1002
$12.4K ﹤0.01%
137
+28
1003
$12.4K ﹤0.01%
373
-798
1004
$12.4K ﹤0.01%
32
+4
1005
$12.3K ﹤0.01%
196
-126
1006
$11.8K ﹤0.01%
479
-183
1007
$11.6K ﹤0.01%
538
+222
1008
$11.6K ﹤0.01%
82
-26
1009
$11.6K ﹤0.01%
109
-4
1010
$11.5K ﹤0.01%
127
-23
1011
$11.4K ﹤0.01%
156
-16
1012
$11.4K ﹤0.01%
338
1013
$11.3K ﹤0.01%
118
-77
1014
$11.3K ﹤0.01%
431
1015
$11.3K ﹤0.01%
142
-4
1016
$11.3K ﹤0.01%
+898
1017
$11.2K ﹤0.01%
200
-137
1018
$11K ﹤0.01%
114
1019
$11K ﹤0.01%
295
-328
1020
$10.9K ﹤0.01%
352
+285
1021
$10.7K ﹤0.01%
245
1022
$10.7K ﹤0.01%
+982
1023
$10.6K ﹤0.01%
572
-24
1024
$10.5K ﹤0.01%
380
-11
1025
$10.4K ﹤0.01%
319
39 40
41
42 43