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
826
$37.6K ﹤0.01%
275
-105
827
$37.5K ﹤0.01%
+916
828
$37.5K ﹤0.01%
857
+155
829
$37.4K ﹤0.01%
+921
830
$37.3K ﹤0.01%
1,704
-220
831
$36.9K ﹤0.01%
119
+38
832
$36.9K ﹤0.01%
+401
833
$36.9K ﹤0.01%
+302
834
$36.8K ﹤0.01%
173
+109
835
$36.7K ﹤0.01%
1,218
+778
836
$36.7K ﹤0.01%
537
+435
837
$36.5K ﹤0.01%
2,609
-17,218
838
$35.9K ﹤0.01%
+593
839
$35.7K ﹤0.01%
486
+25
840
$35.6K ﹤0.01%
3,572
841
$35.6K ﹤0.01%
161
-202
842
$35.6K ﹤0.01%
463
+316
843
$35.4K ﹤0.01%
724
+192
844
$34.8K ﹤0.01%
+496
845
$34.6K ﹤0.01%
994
+72
846
$34.4K ﹤0.01%
+1,950
847
$34.2K ﹤0.01%
+608
848
$34.1K ﹤0.01%
771
+770
849
$34.1K ﹤0.01%
1,425
+20
850
$33.8K ﹤0.01%
989
+884
32 33
34
35 36