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
1026
$10.4K ﹤0.01%
117
+11
1027
$10.3K ﹤0.01%
804
-72
1028
$10.2K ﹤0.01%
256
-8
1029
$10.1K ﹤0.01%
408
1030
$10.1K ﹤0.01%
51
+7
1031
$10K ﹤0.01%
191
1032
$10K ﹤0.01%
111
-23
1033
$10K ﹤0.01%
258
-434
1034
$10K ﹤0.01%
135
-11
1035
$9.95K ﹤0.01%
174
+135
1036
$9.86K ﹤0.01%
183
+16
1037
$9.62K ﹤0.01%
67
-174
1038
$9.58K ﹤0.01%
374
1039
$9.54K ﹤0.01%
451
-317
1040
$9.49K ﹤0.01%
561
-278
1041
$9.41K ﹤0.01%
742
-20
1042
$9.37K ﹤0.01%
93
1043
$9.31K ﹤0.01%
116
-228
1044
$9.09K ﹤0.01%
172
-8,227
1045
$9.06K ﹤0.01%
455
1046
$8.98K ﹤0.01%
159
-2,217
1047
$8.97K ﹤0.01%
42
-1
1048
$8.8K ﹤0.01%
53
-17
1049
$8.74K ﹤0.01%
153
-11
1050
$8.72K ﹤0.01%
258
40 41
42
43 44