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
876
$29.3K ﹤0.01%
110
+14
877
$29.3K ﹤0.01%
1,004
+995
878
$29.1K ﹤0.01%
220
-1,017
879
$29K ﹤0.01%
+295
880
$28.9K ﹤0.01%
+602
881
$28.8K ﹤0.01%
328
-67
882
$28.7K ﹤0.01%
+945
883
$28.6K ﹤0.01%
257
+251
884
$28.6K ﹤0.01%
126
+117
885
$28.3K ﹤0.01%
886
-663
886
$28.2K ﹤0.01%
532
-1,450
887
$28K ﹤0.01%
+358
888
$27.8K ﹤0.01%
+1,028
889
$27.8K ﹤0.01%
2,726
+415
890
$27.3K ﹤0.01%
+411
891
$26.9K ﹤0.01%
2,000
892
$26.8K ﹤0.01%
292
-97
893
$26.7K ﹤0.01%
225
894
$26.7K ﹤0.01%
225
+43
895
$26.5K ﹤0.01%
234
-52
896
$26.5K ﹤0.01%
+434
897
$26.4K ﹤0.01%
+890
898
$26.4K ﹤0.01%
+691
899
$26.3K ﹤0.01%
20
900
$26.2K ﹤0.01%
301
+78
34 35
36
37 38