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
$2.35B
AUM Growth
-$59.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,341
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$9.33M
3
+$6.76M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.12M
5
MSFT icon
Microsoft
MSFT
+$4.75M

Top Sells

1
+$14.6M
2
+$10.6M
3
+$5.04M
4
UL icon
Unilever
UL
+$3.81M
5
TRU icon
TransUnion
TRU
+$3.68M

Sector Composition

1 Technology 9.8%
2 Healthcare 7.73%
3 Financials 7.13%
4 Industrials 4.54%
5 Communication Services 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$1.83M 0.08%
29,083
-25,635
252
$1.81M 0.08%
13,223
+1,345
253
$1.8M 0.08%
8,059
-460
254
$1.79M 0.08%
4,118
+1,572
255
$1.73M 0.07%
11,561
-8,259
256
$1.73M 0.07%
15,979
+385
257
$1.69M 0.07%
18,487
+16,165
258
$1.67M 0.07%
8,063
+940
259
$1.64M 0.07%
62,772
+9,907
260
$1.64M 0.07%
6,623
-208
261
$1.63M 0.07%
65,242
+59,266
262
$1.61M 0.07%
10,433
+1,785
263
$1.61M 0.07%
46,047
+5,639
264
$1.61M 0.07%
35,359
-83,561
265
$1.61M 0.07%
7,836
+1,542
266
$1.61M 0.07%
3,872
-336
267
$1.6M 0.07%
35,387
-46,480
268
$1.59M 0.07%
3,415
+506
269
$1.56M 0.07%
26,742
+259
270
$1.56M 0.07%
6,457
-2,037
271
$1.55M 0.07%
16,068
+4,603
272
$1.53M 0.07%
23,006
+1,887
273
$1.53M 0.07%
13,843
-8,397
274
$1.52M 0.06%
17,356
-1,330
275
$1.49M 0.06%
25,577
-588
9 10
11
12 13