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
701
$72.2K ﹤0.01%
1,250
702
$72.1K ﹤0.01%
+5,789
703
$72K ﹤0.01%
242
-19
704
$71.9K ﹤0.01%
409
+75
705
$70.6K ﹤0.01%
+811
706
$70.6K ﹤0.01%
459
+246
707
$69.6K ﹤0.01%
468
+399
708
$69K ﹤0.01%
1,751
-1,006
709
$68.5K ﹤0.01%
446
-942
710
$68K ﹤0.01%
2,644
+751
711
$67.9K ﹤0.01%
389
-11
712
$67.8K ﹤0.01%
1,793
+234
713
$67.6K ﹤0.01%
805
+792
714
$67.5K ﹤0.01%
1,502
-7,312
715
$67.2K ﹤0.01%
355
+346
716
$66.4K ﹤0.01%
+3,009
717
$66.2K ﹤0.01%
+1,042
718
$66.2K ﹤0.01%
+822
719
$66.2K ﹤0.01%
1,316
+21
720
$65.9K ﹤0.01%
45
+40
721
$65.2K ﹤0.01%
632
+198
722
$65.1K ﹤0.01%
3,896
+266
723
$65K ﹤0.01%
178
-24
724
$64.3K ﹤0.01%
1,225
+46
725
$64.1K ﹤0.01%
1,672
+173
27 28
29
30 31