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
26
$14.8M 0.63%
185,548
+19,466
27
$14.1M 0.6%
86,599
-12,336
28
$13.9M 0.59%
129,041
-1,519
29
$13.8M 0.59%
522,021
+112,089
30
$13.4M 0.57%
124,590
+10,217
31
$13.4M 0.57%
60,483
+4,570
32
$13.4M 0.57%
26,185
+257
33
$13M 0.55%
93,100
-2,860
34
$12.1M 0.52%
113,064
-135,977
35
$12M 0.51%
88,194
-2,212
36
$11.9M 0.51%
97,501
-5,446
37
$11.8M 0.5%
25,896
+4,022
38
$11.6M 0.49%
27,844
-280
39
$11.1M 0.47%
128,438
-4,776
40
$10.8M 0.46%
115,386
+5,890
41
$10.6M 0.45%
208,583
+36,718
42
$10M 0.43%
315,472
-4,090
43
$9.97M 0.42%
178,832
+2,132
44
$9.85M 0.42%
79,103
-16,368
45
$9.66M 0.41%
62,013
-2,318
46
$9.5M 0.4%
348,150
+21,200
47
$9.27M 0.39%
133,426
+22,755
48
$9.23M 0.39%
19,190
+1,124
49
$9.2M 0.39%
60,189
+7,368
50
$9.02M 0.38%
15,257
+551
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