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
626
$109K ﹤0.01%
656
+653
627
$109K ﹤0.01%
2,871
+548
628
$107K ﹤0.01%
1,004
-16
629
$106K ﹤0.01%
1,026
-30
630
$106K ﹤0.01%
1,647
+1,638
631
$106K ﹤0.01%
6,351
+3,229
632
$104K ﹤0.01%
2,183
-7,764
633
$104K ﹤0.01%
2,810
+175
634
$104K ﹤0.01%
1,582
+85
635
$103K ﹤0.01%
882
636
$101K ﹤0.01%
1,113
+75
637
$101K ﹤0.01%
2,032
+639
638
$100K ﹤0.01%
1,748
+571
639
$99.2K ﹤0.01%
983
+752
640
$98.2K ﹤0.01%
2,105
+200
641
$98K ﹤0.01%
3,763
+3,525
642
$97.8K ﹤0.01%
+598
643
$97.1K ﹤0.01%
12,291
-469
644
$96.7K ﹤0.01%
936
-35,648
645
$95.8K ﹤0.01%
395
+8
646
$95.2K ﹤0.01%
2,211
-11,751
647
$94.2K ﹤0.01%
1,044
+296
648
$93.9K ﹤0.01%
15,162
-703
649
$92.4K ﹤0.01%
2,545
+7
650
$91.6K ﹤0.01%
+1,524
24 25
26
27 28