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
1001
$13.8K ﹤0.01%
+567
1002
$13.8K ﹤0.01%
807
1003
$13.7K ﹤0.01%
208
+200
1004
$13.7K ﹤0.01%
267
-20
1005
$13.7K ﹤0.01%
266
+108
1006
$13.7K ﹤0.01%
365
+123
1007
$13.7K ﹤0.01%
82
+78
1008
$13.5K ﹤0.01%
+181
1009
$13.4K ﹤0.01%
137
-5
1010
$13.1K ﹤0.01%
33
-13
1011
$13.1K ﹤0.01%
342
+329
1012
$13.1K ﹤0.01%
+364
1013
$13K ﹤0.01%
+507
1014
$13K ﹤0.01%
+86
1015
$12.9K ﹤0.01%
131
+105
1016
$12.9K ﹤0.01%
+1,275
1017
$12.9K ﹤0.01%
142
+32
1018
$12.7K ﹤0.01%
+555
1019
$12.6K ﹤0.01%
348
+8
1020
$12.3K ﹤0.01%
+111
1021
$12.3K ﹤0.01%
79
1022
$12.3K ﹤0.01%
+338
1023
$12.1K ﹤0.01%
215
-23
1024
$12K ﹤0.01%
+102
1025
$11.9K ﹤0.01%
+245
39 40
41
42 43