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
1076
$6.87K ﹤0.01%
192
-353
1077
$6.86K ﹤0.01%
61
-2
1078
$6.81K ﹤0.01%
77
-1
1079
$6.7K ﹤0.01%
162
+132
1080
$6.64K ﹤0.01%
318
1081
$6.56K ﹤0.01%
270
1082
$6.5K ﹤0.01%
104
-786
1083
$6.39K ﹤0.01%
350
+75
1084
$6.36K ﹤0.01%
496
-10,733
1085
$6.34K ﹤0.01%
5
1086
$6.32K ﹤0.01%
906
-416
1087
$6.29K ﹤0.01%
808
-425
1088
$6.29K ﹤0.01%
44
1089
$6.16K ﹤0.01%
312
1090
$6.15K ﹤0.01%
272
1091
$6.14K ﹤0.01%
46
-87
1092
$6.13K ﹤0.01%
153
-117
1093
$6.13K ﹤0.01%
374
+34
1094
$6.06K ﹤0.01%
299
-7
1095
$5.98K ﹤0.01%
88
1096
$5.94K ﹤0.01%
366
+73
1097
$5.94K ﹤0.01%
44
-29
1098
$5.87K ﹤0.01%
316
-40
1099
$5.83K ﹤0.01%
45
-21
1100
$5.71K ﹤0.01%
142
-3
42 43
44
45 46