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
576
$160K 0.01%
883
+139
577
$159K 0.01%
1,338
+349
578
$157K 0.01%
1,847
+237
579
$156K 0.01%
17,080
+16,927
580
$155K 0.01%
3,297
+731
581
$152K 0.01%
4,192
+1,141
582
$150K 0.01%
8,845
+867
583
$147K 0.01%
1,408
+469
584
$146K 0.01%
1,464
+73
585
$145K 0.01%
1,910
-147
586
$145K 0.01%
961
-58
587
$144K 0.01%
1,262
+95
588
$143K 0.01%
14,466
589
$142K 0.01%
3,120
-15
590
$141K 0.01%
2,275
+2,266
591
$141K 0.01%
1,688
-1,154
592
$141K 0.01%
1,065
+173
593
$139K 0.01%
922
-659
594
$138K 0.01%
2,141
595
$138K 0.01%
3,797
+50
596
$138K 0.01%
2,703
-23
597
$137K 0.01%
2,103
+127
598
$136K 0.01%
2,959
+108
599
$134K 0.01%
2,233
+23
600
$133K 0.01%
+906
22 23
24
25 26