TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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 +$10.4M
2 +$9.17M
3 +$6.29M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.1M
5
MSFT icon
Microsoft
MSFT
+$4.63M

Top Sells

1 +$15M
2 +$10.4M
3 +$5.11M
4
UL icon
Unilever
UL
+$4.13M
5
TRU icon
TransUnion
TRU
+$3.62M

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