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
1126
$4.44K ﹤0.01%
130
1127
$4.43K ﹤0.01%
2,273
1128
$4.39K ﹤0.01%
34
-21
1129
$4.39K ﹤0.01%
143
-8
1130
$4.23K ﹤0.01%
+158
1131
$4.06K ﹤0.01%
520
-18
1132
$3.95K ﹤0.01%
200
-14
1133
$3.86K ﹤0.01%
69
-68
1134
$3.77K ﹤0.01%
140
1135
$3.67K ﹤0.01%
240
1136
$3.25K ﹤0.01%
35
1137
$3.23K ﹤0.01%
183
+48
1138
$3.1K ﹤0.01%
206
-4
1139
$3.08K ﹤0.01%
81
-75
1140
$3.06K ﹤0.01%
232
1141
$2.72K ﹤0.01%
793
-85
1142
$2.72K ﹤0.01%
49
1143
$2.72K ﹤0.01%
21
1144
$2.44K ﹤0.01%
64
+11
1145
$2.3K ﹤0.01%
126
1146
$2.08K ﹤0.01%
82
-10,289
1147
$2.08K ﹤0.01%
522
-38,023
1148
$2.07K ﹤0.01%
24
1149
$2.07K ﹤0.01%
23
1150
$2K ﹤0.01%
87
44 45
46
47 48