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
776
$49.1K ﹤0.01%
+890
777
$48.8K ﹤0.01%
371
+1
778
$48.8K ﹤0.01%
453
-66
779
$48.7K ﹤0.01%
196
+20
780
$48.5K ﹤0.01%
+472
781
$48.4K ﹤0.01%
+2,136
782
$47.4K ﹤0.01%
1,313
-139
783
$46.7K ﹤0.01%
581
+121
784
$46.6K ﹤0.01%
+2,705
785
$46.3K ﹤0.01%
649
+299
786
$46.2K ﹤0.01%
407
+330
787
$46K ﹤0.01%
739
-33
788
$46K ﹤0.01%
+716
789
$45.8K ﹤0.01%
527
+521
790
$45.6K ﹤0.01%
1,067
-31
791
$45.5K ﹤0.01%
217
+83
792
$45.2K ﹤0.01%
780
-3
793
$45K ﹤0.01%
+1,531
794
$44.7K ﹤0.01%
17,395
+4,173
795
$44.6K ﹤0.01%
660
-930
796
$44.5K ﹤0.01%
+612
797
$44.3K ﹤0.01%
853
+846
798
$44.2K ﹤0.01%
493
-414
799
$43.9K ﹤0.01%
264
+261
800
$43.9K ﹤0.01%
238
+4
30 31
32
33 34