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
901
$25.8K ﹤0.01%
435
902
$25.7K ﹤0.01%
134
+41
903
$25.6K ﹤0.01%
285
+48
904
$25.3K ﹤0.01%
+612
905
$25.1K ﹤0.01%
224
+61
906
$25.1K ﹤0.01%
1,822
+291
907
$25K ﹤0.01%
323
+142
908
$24.9K ﹤0.01%
84
+30
909
$24.7K ﹤0.01%
594
-1,121
910
$24.5K ﹤0.01%
135
+7
911
$24.5K ﹤0.01%
142
+102
912
$24.1K ﹤0.01%
+1,043
913
$23.9K ﹤0.01%
1,077
+661
914
$23.8K ﹤0.01%
855
+60
915
$23.6K ﹤0.01%
237
916
$23.6K ﹤0.01%
271
917
$23.6K ﹤0.01%
186
-419
918
$23.6K ﹤0.01%
+201
919
$23.5K ﹤0.01%
340
-51
920
$23.5K ﹤0.01%
467
+51
921
$23.4K ﹤0.01%
742
-420
922
$23.3K ﹤0.01%
+35
923
$23.3K ﹤0.01%
514
+55
924
$23.1K ﹤0.01%
2,119
-174
925
$22.8K ﹤0.01%
+243
35 36
37
38 39