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
1051
$8.69K ﹤0.01%
847
-22
1052
$8.58K ﹤0.01%
431
+24
1053
$8.5K ﹤0.01%
269
1054
$8.38K ﹤0.01%
145
-35
1055
$8.19K ﹤0.01%
342
1056
$8.04K ﹤0.01%
169
-443
1057
$7.92K ﹤0.01%
635
-1,368
1058
$7.88K ﹤0.01%
49
1059
$7.88K ﹤0.01%
319
-237
1060
$7.87K ﹤0.01%
460
1061
$7.84K ﹤0.01%
96
-3
1062
$7.83K ﹤0.01%
+224
1063
$7.8K ﹤0.01%
238
-4,669
1064
$7.79K ﹤0.01%
7
-15
1065
$7.76K ﹤0.01%
296
1066
$7.61K ﹤0.01%
45
1067
$7.59K ﹤0.01%
+144
1068
$7.58K ﹤0.01%
176
-6
1069
$7.5K ﹤0.01%
300
-610
1070
$7.49K ﹤0.01%
32
1071
$7.49K ﹤0.01%
641
-1,168
1072
$7.32K ﹤0.01%
131
+46
1073
$7.25K ﹤0.01%
261
+61
1074
$7.16K ﹤0.01%
122
+51
1075
$7.09K ﹤0.01%
691
-1,328
41 42
43
44 45