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
526
$229K 0.01%
6,672
+1,139
527
$226K 0.01%
3,740
-3,538
528
$225K 0.01%
1,362
+99
529
$225K 0.01%
907
+6
530
$222K 0.01%
1,405
+373
531
$221K 0.01%
2,712
+161
532
$219K 0.01%
+6,830
533
$217K 0.01%
325
-75
534
$214K 0.01%
708
+61
535
$214K 0.01%
2,577
-13
536
$213K 0.01%
+3,454
537
$212K 0.01%
3,707
+305
538
$212K 0.01%
1,177
+2
539
$205K 0.01%
816
+186
540
$201K 0.01%
870
+16
541
$201K 0.01%
1,068
-8,066
542
$201K 0.01%
3,495
+278
543
$198K 0.01%
1,323
+794
544
$198K 0.01%
3,991
+24
545
$197K 0.01%
1,936
+50
546
$194K 0.01%
4,126
+540
547
$194K 0.01%
8,830
-37,180
548
$193K 0.01%
635
-1,241
549
$190K 0.01%
6,107
-610
550
$189K 0.01%
811
-56
20 21
22
23 24