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
951
$19.3K ﹤0.01%
+308
952
$19.1K ﹤0.01%
120
+19
953
$19.1K ﹤0.01%
56
+51
954
$19K ﹤0.01%
1,043
+153
955
$18.8K ﹤0.01%
+477
956
$18.5K ﹤0.01%
127
957
$18.5K ﹤0.01%
+172
958
$18.3K ﹤0.01%
+769
959
$18.3K ﹤0.01%
111
+98
960
$18.3K ﹤0.01%
164
+8
961
$18.2K ﹤0.01%
152
+109
962
$18.2K ﹤0.01%
516
963
$18.2K ﹤0.01%
80
+70
964
$18.1K ﹤0.01%
134
+7
965
$17.9K ﹤0.01%
224
+140
966
$17.9K ﹤0.01%
242
+236
967
$17.7K ﹤0.01%
+55
968
$17.6K ﹤0.01%
+550
969
$17.4K ﹤0.01%
440
-110
970
$17.4K ﹤0.01%
39
-435
971
$17.3K ﹤0.01%
431
972
$17.1K ﹤0.01%
+166
973
$17K ﹤0.01%
93
974
$16.8K ﹤0.01%
+111
975
$16.4K ﹤0.01%
368
-75
37 38
39
40 41