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
351
$908K 0.04%
8,835
+77
352
$908K 0.04%
17,852
+2,558
353
$893K 0.04%
8,347
+7,689
354
$892K 0.04%
4,820
-227
355
$874K 0.04%
1,518
+302
356
$870K 0.04%
17,301
-6,382
357
$869K 0.04%
18,931
-7,703
358
$860K 0.04%
3,653
+173
359
$856K 0.04%
2,592
-425
360
$841K 0.04%
2,368
-2,968
361
$831K 0.04%
22,572
+2,672
362
$830K 0.04%
15,243
+224
363
$829K 0.04%
6,481
+138
364
$818K 0.03%
37,595
-2,672
365
$817K 0.03%
5,974
-1,438
366
$814K 0.03%
1,660
+392
367
$814K 0.03%
20,631
-217
368
$775K 0.03%
14,226
+4,889
369
$772K 0.03%
20,366
-6,524
370
$764K 0.03%
29,209
+9,738
371
$752K 0.03%
9,768
-3,155
372
$751K 0.03%
5,596
-1,635
373
$748K 0.03%
19,310
-80,335
374
$746K 0.03%
6,788
+90
375
$739K 0.03%
19,284
-3,362
13 14
15
16 17