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
651
$90K ﹤0.01%
295
+7
652
$89.5K ﹤0.01%
+869
653
$89.5K ﹤0.01%
650
-4
654
$89.4K ﹤0.01%
1,344
+186
655
$89.1K ﹤0.01%
1,271
-5,906
656
$87.8K ﹤0.01%
1,419
+229
657
$87.8K ﹤0.01%
1,721
+619
658
$87.3K ﹤0.01%
971
+181
659
$87.2K ﹤0.01%
2,675
+54
660
$86.9K ﹤0.01%
3,769
+405
661
$86.8K ﹤0.01%
2,922
-6,164
662
$86.1K ﹤0.01%
3,870
-64,202
663
$85.2K ﹤0.01%
356
+67
664
$84.9K ﹤0.01%
1,299
+233
665
$84.8K ﹤0.01%
+424
666
$84.7K ﹤0.01%
2,020
+886
667
$84.5K ﹤0.01%
+2,950
668
$83.3K ﹤0.01%
520
+14
669
$83K ﹤0.01%
556
-776
670
$82.8K ﹤0.01%
1,187
-677
671
$82.3K ﹤0.01%
2,174
+19
672
$82.3K ﹤0.01%
409
+106
673
$82.2K ﹤0.01%
238
+83
674
$81.9K ﹤0.01%
795
+80
675
$81.8K ﹤0.01%
72
+1
25 26
27
28 29