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
976
$16K ﹤0.01%
250
-180
977
$15.9K ﹤0.01%
+708
978
$15.9K ﹤0.01%
646
+141
979
$15.9K ﹤0.01%
+297
980
$15.8K ﹤0.01%
+214
981
$15.8K ﹤0.01%
+474
982
$15.7K ﹤0.01%
156
+2
983
$15.7K ﹤0.01%
+436
984
$15.6K ﹤0.01%
616
+15
985
$15.4K ﹤0.01%
1,119
+1,012
986
$15.3K ﹤0.01%
+294
987
$15.2K ﹤0.01%
+532
988
$15.2K ﹤0.01%
386
-6,566
989
$15.1K ﹤0.01%
+947
990
$14.9K ﹤0.01%
1,000
991
$14.8K ﹤0.01%
+463
992
$14.7K ﹤0.01%
179
-13
993
$14.6K ﹤0.01%
393
+193
994
$14.5K ﹤0.01%
41
+15
995
$14.5K ﹤0.01%
+487
996
$14.4K ﹤0.01%
+63
997
$14.4K ﹤0.01%
70
+12
998
$14.3K ﹤0.01%
198
+80
999
$14K ﹤0.01%
213
+105
1000
$13.9K ﹤0.01%
128
-1,740
38 39
40
41 42