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
451
$407K 0.02%
2,055
+2,053
452
$397K 0.02%
9,448
-1,089
453
$395K 0.02%
1,983
+606
454
$395K 0.02%
5,496
+112
455
$386K 0.02%
20,412
+4,000
456
$384K 0.02%
4,946
-284
457
$374K 0.02%
3,646
-9
458
$368K 0.02%
1,699
+11
459
$368K 0.02%
24,689
+68
460
$364K 0.02%
3,041
+64
461
$364K 0.02%
13,716
-4,286
462
$364K 0.02%
8,008
-3,538
463
$363K 0.02%
1,867
-2,751
464
$352K 0.02%
4,739
+66
465
$351K 0.02%
3,165
+127
466
$351K 0.01%
9,349
-23,244
467
$350K 0.01%
10,044
-169
468
$349K 0.01%
1,035
+784
469
$349K 0.01%
13,346
+96
470
$349K 0.01%
1,716
+52
471
$348K 0.01%
2,803
-1,308
472
$346K 0.01%
30,568
-10,225
473
$345K 0.01%
3,699
+284
474
$343K 0.01%
2,189
-972
475
$341K 0.01%
2,594
-60
17 18
19
20 21