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
601
$131K 0.01%
4,435
-101
602
$131K 0.01%
871
+683
603
$131K 0.01%
2,896
+44
604
$130K 0.01%
1,905
+570
605
$128K 0.01%
1,836
+6
606
$126K 0.01%
372
-29
607
$126K 0.01%
+1,306
608
$126K 0.01%
+1,121
609
$126K 0.01%
6,450
+146
610
$126K 0.01%
1,132
+26
611
$123K 0.01%
261
+26
612
$123K 0.01%
899
+124
613
$122K 0.01%
623
+237
614
$121K 0.01%
19,361
+10,063
615
$121K 0.01%
+1,817
616
$118K 0.01%
1,581
+19
617
$117K 0.01%
2,562
618
$117K 0.01%
6,534
+4,496
619
$114K ﹤0.01%
+5,248
620
$114K ﹤0.01%
1,242
+623
621
$113K ﹤0.01%
+717
622
$113K ﹤0.01%
3,448
-76
623
$111K ﹤0.01%
+2,994
624
$111K ﹤0.01%
255
+1
625
$110K ﹤0.01%
157
+23
23 24
25
26 27