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
426
$480K 0.02%
19,524
-6,795
427
$475K 0.02%
3,829
-890
428
$475K 0.02%
1,825
-7
429
$474K 0.02%
2,005
+377
430
$471K 0.02%
5,402
+201
431
$470K 0.02%
+7,583
432
$464K 0.02%
15,857
+6,605
433
$462K 0.02%
6,263
+1,443
434
$461K 0.02%
1,615
+79
435
$460K 0.02%
1,121
+180
436
$459K 0.02%
4,162
-632
437
$457K 0.02%
7,735
+4,156
438
$454K 0.02%
6,238
+1,629
439
$453K 0.02%
6,272
-166
440
$449K 0.02%
3,398
+78
441
$448K 0.02%
4,661
-1,711
442
$437K 0.02%
6,984
+203
443
$428K 0.02%
5,327
+1,496
444
$424K 0.02%
1,750
-847
445
$422K 0.02%
3,222
+686
446
$421K 0.02%
6,546
-1,380
447
$419K 0.02%
7,637
+2,300
448
$418K 0.02%
11,086
-2,104
449
$413K 0.02%
10,981
-2,190
450
$413K 0.02%
4,603
+310
16 17
18
19 20