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
476
$341K 0.01%
35,134
477
$335K 0.01%
7,310
+943
478
$332K 0.01%
4,414
+3,486
479
$327K 0.01%
1,086
-322
480
$325K 0.01%
6,612
+5,562
481
$325K 0.01%
98,390
482
$322K 0.01%
5,005
+444
483
$319K 0.01%
9,991
+3,639
484
$314K 0.01%
21,925
+1,392
485
$313K 0.01%
4,831
486
$313K 0.01%
4,385
-551
487
$309K 0.01%
4,803
+2,430
488
$308K 0.01%
2,394
+71
489
$304K 0.01%
3,374
+1,142
490
$303K 0.01%
8,089
+506
491
$303K 0.01%
18,140
-6,520
492
$303K 0.01%
1,853
493
$300K 0.01%
2,103
+85
494
$300K 0.01%
+3,367
495
$300K 0.01%
5,394
-924
496
$299K 0.01%
10,588
-5,439
497
$297K 0.01%
12,210
+72
498
$295K 0.01%
+5,364
499
$295K 0.01%
8,480
+832
500
$291K 0.01%
2,186
+44
18 19
20
21 22