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
1076
$6.78K ﹤0.01%
+71
1077
$6.77K ﹤0.01%
398
+139
1078
$6.76K ﹤0.01%
472
1079
$6.75K ﹤0.01%
+350
1080
$6.52K ﹤0.01%
241
1081
$6.47K ﹤0.01%
62
-866
1082
$6.45K ﹤0.01%
107
+51
1083
$6.4K ﹤0.01%
+65
1084
$6.3K ﹤0.01%
76
+18
1085
$6.28K ﹤0.01%
335
-1,647
1086
$6.23K ﹤0.01%
175
1087
$6.2K ﹤0.01%
32
-187
1088
$6.02K ﹤0.01%
+199
1089
$5.99K ﹤0.01%
54
+8
1090
$5.85K ﹤0.01%
+59
1091
$5.8K ﹤0.01%
+305
1092
$5.79K ﹤0.01%
+120
1093
$5.74K ﹤0.01%
+225
1094
$5.73K ﹤0.01%
124
+94
1095
$5.73K ﹤0.01%
+89
1096
$5.66K ﹤0.01%
108
+8
1097
$5.64K ﹤0.01%
222
-97
1098
$5.49K ﹤0.01%
+425
1099
$5.4K ﹤0.01%
+102
1100
$5.35K ﹤0.01%
170
-20
42 43
44
45 46