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
151
$2.99M 0.13%
43,176
-124
152
$2.99M 0.13%
45,137
-4,830
153
$2.98M 0.13%
20,157
-1,231
154
$2.92M 0.13%
63,162
+4,206
155
$2.88M 0.12%
30,349
+2,319
156
$2.84M 0.12%
65,062
-4,457
157
$2.83M 0.12%
10,962
+5,088
158
$2.83M 0.12%
37,454
-136
159
$2.83M 0.12%
6,163
-1,974
160
$2.79M 0.12%
10,956
+210
161
$2.76M 0.12%
96,300
-21,514
162
$2.75M 0.12%
28,386
+402
163
$2.75M 0.12%
264,330
-9,584
164
$2.75M 0.12%
100,377
-4,691
165
$2.69M 0.12%
7,558
-850
166
$2.68M 0.12%
9,462
-4,620
167
$2.68M 0.12%
22,333
-895
168
$2.6M 0.11%
23,159
+13
169
$2.53M 0.11%
4,968
-216
170
$2.5M 0.11%
27,426
+601
171
$2.47M 0.11%
53,442
-4,320
172
$2.43M 0.11%
28,035
+4,311
173
$2.42M 0.1%
11,345
-1,570
174
$2.39M 0.1%
10,663
+1,739
175
$2.38M 0.1%
10,665
-1,296
5 6
7
8 9