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
176
$2.38M 0.1%
24,230
-3,329
177
$2.36M 0.1%
7,267
-3,299
178
$2.36M 0.1%
23,334
-459
179
$2.34M 0.1%
6,262
-781
180
$2.32M 0.1%
14,973
+584
181
$2.3M 0.1%
16,424
-793
182
$2.3M 0.1%
13,985
-457
183
$2.3M 0.1%
39,617
-5,364
184
$2.26M 0.1%
7,585
-775
185
$2.24M 0.1%
57,756
-16,383
186
$2.23M 0.1%
14,856
-265
187
$2.23M 0.1%
35,917
-9,574
188
$2.23M 0.1%
28,948
-1,219
189
$2.22M 0.1%
38,875
+166
190
$2.19M 0.09%
11,960
-861
191
$2.19M 0.09%
33,995
+21,690
192
$2.18M 0.09%
32,240
-1,177
193
$2.17M 0.09%
31,949
+866
194
$2.16M 0.09%
90,048
+3,572
195
$2.14M 0.09%
7,482
-1,009
196
$2.09M 0.09%
54,016
-2,039
197
$2.08M 0.09%
20,754
-1,158
198
$2.05M 0.09%
12,535
+2,073
199
$2.05M 0.09%
48,468
-7,485
200
$2.05M 0.09%
38,515
-1,369
6 7
8
9 10