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
326
$1.07M 0.05%
2,749
+2,748
327
$1.06M 0.05%
4,766
-128
328
$1.06M 0.05%
5,028
+4,773
329
$1.05M 0.04%
27,021
+3,208
330
$1.04M 0.04%
12,628
+1,081
331
$1.04M 0.04%
4,378
+97
332
$1.04M 0.04%
7,649
-6,293
333
$1.03M 0.04%
21,241
-3,162
334
$1.03M 0.04%
61,364
-675
335
$1.03M 0.04%
12,398
+261
336
$1.03M 0.04%
4,903
+559
337
$1.02M 0.04%
17,827
+252
338
$995K 0.04%
63,620
+9,569
339
$985K 0.04%
4,872
-1,095
340
$974K 0.04%
4,826
+1,417
341
$973K 0.04%
5,257
+107
342
$970K 0.04%
9,206
+67
343
$969K 0.04%
16,592
-744
344
$960K 0.04%
9,323
+847
345
$942K 0.04%
11,758
-316
346
$931K 0.04%
7,481
-11,056
347
$925K 0.04%
16,291
+181
348
$915K 0.04%
11,523
+391
349
$911K 0.04%
28,800
+25,350
350
$909K 0.04%
6,564
+256
12 13
14
15 16