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
201
$2.05M 0.09%
18,624
-333
202
$2.05M 0.09%
223,412
-35,169
203
$2.05M 0.09%
60,832
+74
204
$2.04M 0.09%
9,976
-1,221
205
$2.01M 0.09%
13,498
-10,253
206
$2.01M 0.09%
5,319
-1,278
207
$1.97M 0.09%
20,650
+460
208
$1.94M 0.08%
12,846
-1,204
209
$1.94M 0.08%
9,900
-744
210
$1.93M 0.08%
41,895
+19,842
211
$1.91M 0.08%
79,800
212
$1.88M 0.08%
8,770
+28
213
$1.86M 0.08%
11,353
-1,182
214
$1.83M 0.08%
84,608
-33,516
215
$1.83M 0.08%
30,180
-31,005
216
$1.82M 0.08%
7,705
-207
217
$1.82M 0.08%
17,443
-2,397
218
$1.8M 0.08%
106,926
-35,100
219
$1.8M 0.08%
17,280
-984
220
$1.8M 0.08%
24,922
+9,485
221
$1.79M 0.08%
7,437
-1,313
222
$1.78M 0.08%
47,617
+5,907
223
$1.78M 0.08%
31,890
-2,149
224
$1.78M 0.08%
47,742
+10,222
225
$1.77M 0.08%
60,716
+7,620
7 8
9
10 11