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
551
$189K 0.01%
2,473
+47
552
$189K 0.01%
33,147
-495
553
$188K 0.01%
2,370
-6,338
554
$184K 0.01%
2,751
+116
555
$182K 0.01%
669
-25
556
$182K 0.01%
5,510
+1,520
557
$181K 0.01%
1,039
+203
558
$180K 0.01%
1,373
-370
559
$179K 0.01%
2,957
+240
560
$179K 0.01%
5,361
+1,886
561
$178K 0.01%
55,127
+3,769
562
$176K 0.01%
1,154
+186
563
$176K 0.01%
2,085
+980
564
$174K 0.01%
3,492
+1,040
565
$172K 0.01%
833
+160
566
$170K 0.01%
+648
567
$169K 0.01%
922
-68
568
$168K 0.01%
1,178
+55
569
$167K 0.01%
4,190
+1,034
570
$167K 0.01%
71
+11
571
$166K 0.01%
1,670
-638
572
$166K 0.01%
3,636
+1,890
573
$163K 0.01%
2,737
+205
574
$162K 0.01%
3,650
+867
575
$160K 0.01%
5,330
+4,133
21 22
23
24 25