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
101
$4.65M 0.2%
139,562
-7,714
102
$4.6M 0.2%
112,669
-17,381
103
$4.58M 0.2%
79,594
+30,336
104
$4.56M 0.2%
81,377
-2,218
105
$4.52M 0.2%
25,813
-3,570
106
$4.52M 0.2%
118,321
-691
107
$4.46M 0.19%
7,976
-164
108
$4.4M 0.19%
75,962
-3,264
109
$4.3M 0.19%
59,698
+7,625
110
$4.29M 0.19%
46,652
-1,834
111
$4.27M 0.18%
155,812
+28,734
112
$4.26M 0.18%
10,411
-353
113
$4.23M 0.18%
67,480
-3,650
114
$4.11M 0.18%
225,948
+24,896
115
$4.1M 0.18%
65,193
-10,829
116
$4.08M 0.18%
7,956
-398
117
$4.07M 0.18%
17,821
+472
118
$4.07M 0.18%
26,066
-11,770
119
$4.05M 0.18%
11,777
-211
120
$4.02M 0.17%
13,104
-51
121
$4.01M 0.17%
19,847
-513
122
$3.91M 0.17%
19,190
+144
123
$3.88M 0.17%
59,958
-5,198
124
$3.85M 0.17%
95,264
-8,298
125
$3.85M 0.17%
122,538
-999
3 4
5
6 7