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
1051
$8.73K ﹤0.01%
74
-1,418
1052
$8.65K ﹤0.01%
181
-17
1053
$8.52K ﹤0.01%
+376
1054
$8.51K ﹤0.01%
68
1055
$8.5K ﹤0.01%
435
+263
1056
$8.42K ﹤0.01%
+494
1057
$8.38K ﹤0.01%
46
-3
1058
$8.26K ﹤0.01%
+390
1059
$8.25K ﹤0.01%
+88
1060
$8.1K ﹤0.01%
1,922
1061
$8.08K ﹤0.01%
+104
1062
$7.94K ﹤0.01%
326
1063
$7.87K ﹤0.01%
+95
1064
$7.85K ﹤0.01%
97
+61
1065
$7.84K ﹤0.01%
+93
1066
$7.78K ﹤0.01%
292
-124
1067
$7.33K ﹤0.01%
+115
1068
$7.3K ﹤0.01%
+154
1069
$7.16K ﹤0.01%
318
-30
1070
$7.07K ﹤0.01%
59
-328
1071
$7.03K ﹤0.01%
+136
1072
$7.02K ﹤0.01%
535
-183
1073
$6.85K ﹤0.01%
+167
1074
$6.8K ﹤0.01%
+132
1075
$6.8K ﹤0.01%
70
41 42
43
44 45