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
726
$63.2K ﹤0.01%
+1,953
727
$63K ﹤0.01%
314
+29
728
$63K ﹤0.01%
2,215
+118
729
$63K ﹤0.01%
1,343
+377
730
$63K ﹤0.01%
500
+245
731
$63K ﹤0.01%
1,645
+270
732
$62.7K ﹤0.01%
96
+2
733
$62.3K ﹤0.01%
+676
734
$61.9K ﹤0.01%
1,055
+227
735
$61.2K ﹤0.01%
+1,471
736
$60.9K ﹤0.01%
3,010
+527
737
$59.1K ﹤0.01%
+344
738
$58.6K ﹤0.01%
+1,480
739
$58.5K ﹤0.01%
749
+122
740
$58.5K ﹤0.01%
5,189
+328
741
$57.9K ﹤0.01%
651
+645
742
$57.6K ﹤0.01%
832
-519
743
$56.7K ﹤0.01%
+699
744
$56.4K ﹤0.01%
951
-1,650
745
$56.2K ﹤0.01%
989
+351
746
$56K ﹤0.01%
1,221
+103
747
$55.8K ﹤0.01%
172
+3
748
$55.5K ﹤0.01%
3,608
-9
749
$55.5K ﹤0.01%
1,324
+616
750
$55K ﹤0.01%
1,875
+29
28 29
30
31 32