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
676
$81.7K ﹤0.01%
1,157
+3
677
$80.7K ﹤0.01%
+1,996
678
$80.4K ﹤0.01%
893
+6
679
$80.3K ﹤0.01%
2,175
-36
680
$79.6K ﹤0.01%
2,245
+316
681
$78.7K ﹤0.01%
1,063
+57
682
$78.1K ﹤0.01%
353
+55
683
$78K ﹤0.01%
670
+26
684
$77.9K ﹤0.01%
379
+73
685
$77.8K ﹤0.01%
1,044
+488
686
$77.7K ﹤0.01%
568
+433
687
$77.3K ﹤0.01%
449
+412
688
$77.3K ﹤0.01%
1,250
-7
689
$77.1K ﹤0.01%
2,213
+113
690
$76.9K ﹤0.01%
709
-2,171
691
$76.4K ﹤0.01%
3,341
+1,810
692
$76.1K ﹤0.01%
64
+11
693
$75.1K ﹤0.01%
831
+63
694
$74.3K ﹤0.01%
2,264
+1,890
695
$74.2K ﹤0.01%
54
-59
696
$72.6K ﹤0.01%
549
+212
697
$72.4K ﹤0.01%
1,950
-10,131
698
$72.4K ﹤0.01%
3,727
+1,503
699
$72.4K ﹤0.01%
1,801
-227
700
$72.4K ﹤0.01%
+735
26 27
28
29 30