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
401
$602K 0.03%
4,574
+171
402
$602K 0.03%
16,745
-6,607
403
$567K 0.02%
7,793
-94
404
$564K 0.02%
26,355
+5,853
405
$559K 0.02%
12,659
-26,173
406
$557K 0.02%
16,460
-7,008
407
$556K 0.02%
5,198
+1,696
408
$556K 0.02%
10,787
+162
409
$555K 0.02%
1,443
+71
410
$552K 0.02%
26,895
-20,525
411
$545K 0.02%
17,641
-32,620
412
$545K 0.02%
4,986
+2,288
413
$545K 0.02%
11,780
-769
414
$529K 0.02%
3,397
+182
415
$518K 0.02%
3,706
+77
416
$514K 0.02%
1,812
+58
417
$514K 0.02%
5,827
-740
418
$509K 0.02%
2,622
-1,293
419
$499K 0.02%
1,809
+877
420
$497K 0.02%
2,045
-13,872
421
$495K 0.02%
3,329
+200
422
$495K 0.02%
16,723
+15,376
423
$493K 0.02%
2,515
-235
424
$491K 0.02%
7,853
-24
425
$485K 0.02%
4,104
+138
15 16
17
18 19