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
1201
$250 ﹤0.01%
2
1202
$246 ﹤0.01%
1
1203
$215 ﹤0.01%
1
-87
1204
$138 ﹤0.01%
+600
1205
$62 ﹤0.01%
9
1206
$12 ﹤0.01%
+400
1207
$4 ﹤0.01%
1
1208
– –
-807
1209
– –
-149
1210
– –
-11,849
1211
– –
-9
1212
– –
-36
1213
– –
-25
1214
– –
-100
1215
– –
-17
1216
– –
-124
1217
– –
-93
1218
– –
-62
1219
– –
-19
1220
– –
-23
1221
– –
-1,950
1222
– –
-81
1223
– –
-25
1224
– –
-124
1225
– –
-47
47 48
49
50 51