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
376
$736K 0.03%
7,377
-19,353
377
$734K 0.03%
6,443
+771
378
$726K 0.03%
7,555
+555
379
$725K 0.03%
2,438
+2,288
380
$724K 0.03%
5,826
+882
381
$724K 0.03%
18,894
+3,044
382
$723K 0.03%
20,949
+1,077
383
$722K 0.03%
23,802
-8,868
384
$713K 0.03%
2,329
-2,851
385
$711K 0.03%
10,315
+3,646
386
$698K 0.03%
+18,055
387
$697K 0.03%
5,352
-8,644
388
$679K 0.03%
2,426
-164
389
$676K 0.03%
31,400
+5,002
390
$667K 0.03%
8,418
+423
391
$659K 0.03%
17,593
+1,545
392
$657K 0.03%
6,487
+2,503
393
$652K 0.03%
6,954
-4,858
394
$643K 0.03%
12,561
+7,129
395
$638K 0.03%
4,611
+165
396
$632K 0.03%
6,909
+3
397
$625K 0.03%
9,331
+2,651
398
$614K 0.03%
7,234
+2,026
399
$613K 0.03%
13,053
+171
400
$612K 0.03%
20,170
-5,884
14 15
16
17 18