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
1101
$5.7K ﹤0.01%
126
-476
1102
$5.7K ﹤0.01%
1,166
1103
$5.66K ﹤0.01%
516
+34
1104
$5.65K ﹤0.01%
173
+157
1105
$5.65K ﹤0.01%
52
-34
1106
$5.64K ﹤0.01%
115
1107
$5.62K ﹤0.01%
213
-6
1108
$5.62K ﹤0.01%
2,638
1109
$5.61K ﹤0.01%
48
1110
$5.57K ﹤0.01%
429
-323
1111
$5.45K ﹤0.01%
80
-33
1112
$5.33K ﹤0.01%
251
1113
$5.27K ﹤0.01%
52
1114
$5.19K ﹤0.01%
57
-49
1115
$5.12K ﹤0.01%
+301
1116
$5.05K ﹤0.01%
170
-342
1117
$5.02K ﹤0.01%
108
1118
$4.98K ﹤0.01%
63
-49
1119
$4.92K ﹤0.01%
114
-80
1120
$4.88K ﹤0.01%
86
-173
1121
$4.77K ﹤0.01%
170
1122
$4.6K ﹤0.01%
1,000
1123
$4.59K ﹤0.01%
306
1124
$4.5K ﹤0.01%
46
-101
1125
$4.47K ﹤0.01%
442
-177
43 44
45
46 47