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
126
$3.82M 0.17%
254,618
-101,701
127
$3.79M 0.16%
6,434
-12
128
$3.79M 0.16%
27,384
-1,686
129
$3.79M 0.16%
73,086
-834
130
$3.75M 0.16%
38,824
+1,499
131
$3.73M 0.16%
30,855
+1,208
132
$3.73M 0.16%
23,902
-4,714
133
$3.68M 0.16%
76,481
+41,721
134
$3.65M 0.16%
15,991
-13,950
135
$3.64M 0.16%
35,204
-2,944
136
$3.64M 0.16%
54,213
+4,766
137
$3.6M 0.16%
80,560
-5,943
138
$3.56M 0.15%
59,921
-19,421
139
$3.56M 0.15%
19,270
-3,892
140
$3.37M 0.15%
28,031
+297
141
$3.33M 0.14%
15,159
-202
142
$3.29M 0.14%
6,497
-2,444
143
$3.28M 0.14%
9,940
+98
144
$3.25M 0.14%
13,663
-1,825
145
$3.23M 0.14%
64,417
-6,236
146
$3.21M 0.14%
42,851
+836
147
$3.15M 0.14%
12,600
+476
148
$3.15M 0.14%
26,787
+297
149
$3.13M 0.14%
106,786
+4,995
150
$3.06M 0.13%
88,648
-3,425
4 5
6
7 8