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
1151
$2K ﹤0.01%
11
1152
$1.95K ﹤0.01%
26
1153
$1.94K ﹤0.01%
74
1154
$1.89K ﹤0.01%
50
1155
$1.8K ﹤0.01%
34
-689
1156
$1.78K ﹤0.01%
115
1157
$1.74K ﹤0.01%
100
-809
1158
$1.66K ﹤0.01%
4
1159
$1.62K ﹤0.01%
+21
1160
$1.57K ﹤0.01%
75
-38
1161
$1.55K ﹤0.01%
47
-146
1162
$1.44K ﹤0.01%
26
1163
$1.4K ﹤0.01%
63
-76
1164
$1.38K ﹤0.01%
16
1165
$1.33K ﹤0.01%
356
+194
1166
$1.32K ﹤0.01%
30
1167
$1.23K ﹤0.01%
106
1168
$1.2K ﹤0.01%
13
-17
1169
$1.19K ﹤0.01%
37
1170
$1.19K ﹤0.01%
33
1171
$1.15K ﹤0.01%
31
1172
$1.07K ﹤0.01%
193
1173
$1.05K ﹤0.01%
49
1174
$1.04K ﹤0.01%
37
1175
$1.03K ﹤0.01%
55
45 46
47
48 49