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
751
$54.9K ﹤0.01%
2,221
+838
752
$54.3K ﹤0.01%
244
+3
753
$54.2K ﹤0.01%
+1,150
754
$54.1K ﹤0.01%
453
-37
755
$53.8K ﹤0.01%
645
-11,019
756
$53.7K ﹤0.01%
155
-351
757
$53K ﹤0.01%
+1,374
758
$52.6K ﹤0.01%
+1,544
759
$52.4K ﹤0.01%
15,491
760
$52K ﹤0.01%
+920
761
$51.7K ﹤0.01%
+1,768
762
$51.6K ﹤0.01%
1,248
+131
763
$51.5K ﹤0.01%
1,110
+266
764
$51.2K ﹤0.01%
+2,557
765
$50.8K ﹤0.01%
387
+63
766
$50.2K ﹤0.01%
1,819
+1
767
$50.2K ﹤0.01%
+944
768
$50.1K ﹤0.01%
+1,258
769
$50.1K ﹤0.01%
598
+19
770
$50K ﹤0.01%
460
+19
771
$50K ﹤0.01%
952
+915
772
$49.9K ﹤0.01%
3,862
+3,769
773
$49.6K ﹤0.01%
388
-148
774
$49.5K ﹤0.01%
2,978
+42
775
$49.5K ﹤0.01%
779
+388
29 30
31
32 33