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
926
$22.7K ﹤0.01%
496
+361
927
$22.6K ﹤0.01%
620
+214
928
$22.6K ﹤0.01%
+920
929
$22.4K ﹤0.01%
+1,432
930
$22.1K ﹤0.01%
+368
931
$22.1K ﹤0.01%
389
-20
932
$22K ﹤0.01%
184
-53
933
$21.8K ﹤0.01%
185
+39
934
$21.6K ﹤0.01%
48
-63
935
$21.4K ﹤0.01%
114
-36
936
$21.4K ﹤0.01%
494
+423
937
$21.3K ﹤0.01%
230
-221
938
$21.2K ﹤0.01%
52
+40
939
$21.1K ﹤0.01%
+525
940
$21.1K ﹤0.01%
395
+42
941
$20.7K ﹤0.01%
469
942
$20.7K ﹤0.01%
+244
943
$20.3K ﹤0.01%
+331
944
$20.3K ﹤0.01%
+646
945
$19.9K ﹤0.01%
91
+11
946
$19.9K ﹤0.01%
246
-553
947
$19.9K ﹤0.01%
269
+37
948
$19.9K ﹤0.01%
142
+32
949
$19.9K ﹤0.01%
+177
950
$19.3K ﹤0.01%
+1,272
36 37
38
39 40