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
1101
$5.24K ﹤0.01%
+441
1102
$5.12K ﹤0.01%
82
-31
1103
$5.09K ﹤0.01%
+170
1104
$5.06K ﹤0.01%
515
1105
$4.94K ﹤0.01%
130
1106
$4.88K ﹤0.01%
+61
1107
$4.87K ﹤0.01%
88
1108
$4.64K ﹤0.01%
251
1109
$4.32K ﹤0.01%
56
-14
1110
$4.23K ﹤0.01%
+196
1111
$4.19K ﹤0.01%
+139
1112
$4.13K ﹤0.01%
49
1113
$4.09K ﹤0.01%
83
-15
1114
$3.87K ﹤0.01%
+157
1115
$3.83K ﹤0.01%
272
-564
1116
$3.77K ﹤0.01%
34
-12
1117
$3.73K ﹤0.01%
77
-5
1118
$3.71K ﹤0.01%
91
+19
1119
$3.71K ﹤0.01%
122
1120
$3.69K ﹤0.01%
32
-3
1121
$3.62K ﹤0.01%
140
1122
$3.59K ﹤0.01%
49
-1,047
1123
$3.48K ﹤0.01%
44
1124
$3.45K ﹤0.01%
23
1125
$3.45K ﹤0.01%
96
-7
43 44
45
46 47