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
851
$33.7K ﹤0.01%
+802
852
$32.9K ﹤0.01%
508
+17
853
$32.8K ﹤0.01%
396
+7
854
$32.5K ﹤0.01%
+1,292
855
$32.1K ﹤0.01%
+552
856
$31.9K ﹤0.01%
1,144
+225
857
$31.8K ﹤0.01%
732
+191
858
$31.8K ﹤0.01%
391
-10,205
859
$31.8K ﹤0.01%
735
+311
860
$31.7K ﹤0.01%
181
+104
861
$31.7K ﹤0.01%
73
+6
862
$31.6K ﹤0.01%
289
-328
863
$31.3K ﹤0.01%
577
+2
864
$31.2K ﹤0.01%
437
+195
865
$31.1K ﹤0.01%
+421
866
$30.8K ﹤0.01%
765
-1,799
867
$30.6K ﹤0.01%
1,134
-5
868
$30.5K ﹤0.01%
180
+25
869
$30.4K ﹤0.01%
+802
870
$30.2K ﹤0.01%
344
871
$29.8K ﹤0.01%
934
-4
872
$29.7K ﹤0.01%
1,675
+327
873
$29.6K ﹤0.01%
373
+32
874
$29.4K ﹤0.01%
408
+168
875
$29.4K ﹤0.01%
577
-22
33 34
35
36 37