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
801
$43.9K ﹤0.01%
701
+676
802
$43.8K ﹤0.01%
558
-3,568
803
$43.6K ﹤0.01%
382
+18
804
$43.1K ﹤0.01%
+625
805
$43K ﹤0.01%
4,065
+1,563
806
$42.9K ﹤0.01%
206
-104
807
$42.9K ﹤0.01%
1,634
-1,703
808
$42.8K ﹤0.01%
334
-3,789
809
$42.1K ﹤0.01%
445
+15
810
$41.8K ﹤0.01%
+615
811
$41.3K ﹤0.01%
+1,309
812
$41.1K ﹤0.01%
1,838
+33
813
$41K ﹤0.01%
755
+21
814
$40.9K ﹤0.01%
+209
815
$40.4K ﹤0.01%
1,132
+627
816
$40.1K ﹤0.01%
257
+34
817
$39.7K ﹤0.01%
1,033
-7
818
$39.5K ﹤0.01%
590
+56
819
$39.4K ﹤0.01%
+478
820
$38.9K ﹤0.01%
1,135
+267
821
$38.3K ﹤0.01%
282
+38
822
$38.3K ﹤0.01%
+343
823
$38.1K ﹤0.01%
2,108
+1,184
824
$37.9K ﹤0.01%
821
+134
825
$37.7K ﹤0.01%
218
+83
31 32
33
34 35