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
1026
$11.9K ﹤0.01%
+317
1027
$11.9K ﹤0.01%
+469
1028
$11.7K ﹤0.01%
276
+115
1029
$11.5K ﹤0.01%
886
+434
1030
$11.5K ﹤0.01%
44
-926
1031
$11.5K ﹤0.01%
+1,004
1032
$11.2K ﹤0.01%
+258
1033
$11.1K ﹤0.01%
+152
1034
$11.1K ﹤0.01%
80
+56
1035
$10.9K ﹤0.01%
95
+10
1036
$10.8K ﹤0.01%
164
1037
$10.6K ﹤0.01%
163
-20
1038
$10.4K ﹤0.01%
72
-11
1039
$10.1K ﹤0.01%
73
+69
1040
$10K ﹤0.01%
48
-3
1041
$10K ﹤0.01%
+2,212
1042
$9.71K ﹤0.01%
201
+83
1043
$9.53K ﹤0.01%
89
-321
1044
$9.39K ﹤0.01%
115
1045
$9.34K ﹤0.01%
59
-1,381
1046
$9.33K ﹤0.01%
85
+4
1047
$9.01K ﹤0.01%
+190
1048
$8.89K ﹤0.01%
116
-19
1049
$8.87K ﹤0.01%
+278
1050
$8.79K ﹤0.01%
+454
40 41
42
43 44