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
501
$290K 0.01%
1,201
+102
502
$285K 0.01%
1,278
+4
503
$282K 0.01%
13,220
+127
504
$281K 0.01%
818
+120
505
$276K 0.01%
9,010
+110
506
$276K 0.01%
7,513
-348
507
$274K 0.01%
3,304
-1,180
508
$272K 0.01%
10,838
+151
509
$267K 0.01%
3,767
+204
510
$263K 0.01%
22,270
+109
511
$262K 0.01%
1,910
-59
512
$255K 0.01%
13,454
+448
513
$254K 0.01%
5,117
-40
514
$250K 0.01%
2,560
+411
515
$249K 0.01%
6,357
516
$248K 0.01%
335
+19
517
$238K 0.01%
1,737
+371
518
$235K 0.01%
8,617
+569
519
$234K 0.01%
2,312
-50
520
$234K 0.01%
2,656
-360
521
$234K 0.01%
1,445
+733
522
$233K 0.01%
699
+274
523
$231K 0.01%
16,557
+1,315
524
$231K 0.01%
591
+187
525
$230K 0.01%
446
+109
19 20
21
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