TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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
+$51.4M
2
+$25.9M
3
+$9.62M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$9.43M
5
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$8.15M

Top Sells

1
+$6.18M
2
+$3.82M
3
+$3.12M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$3.06M
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
1276
– –
-16
1277
– –
-10
1278
– –
-251
48 49 50 51
52