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
1176
$1.03K ﹤0.01%
13
1177
$983 ﹤0.01%
2
1178
$954 ﹤0.01%
13
1179
$952 ﹤0.01%
20
-3
1180
$940 ﹤0.01%
7
-374
1181
$911 ﹤0.01%
75
-180
1182
$906 ﹤0.01%
86
-272
1183
$857 ﹤0.01%
10
1184
$831 ﹤0.01%
10
1185
$758 ﹤0.01%
17
1186
$751 ﹤0.01%
45
-11
1187
$726 ﹤0.01%
193
1188
$650 ﹤0.01%
38
1189
$622 ﹤0.01%
20
1190
$569 ﹤0.01%
60
+23
1191
$535 ﹤0.01%
133
1192
$482 ﹤0.01%
9
1193
$471 ﹤0.01%
97
-56
1194
$456 ﹤0.01%
9
1195
$440 ﹤0.01%
40
1196
$367 ﹤0.01%
4
1197
$329 ﹤0.01%
93
1198
$274 ﹤0.01%
43
-47
1199
$273 ﹤0.01%
67
1200
$264 ﹤0.01%
12
-189
46 47
48
49 50