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
1126
$3.44K ﹤0.01%
67
1127
$3.35K ﹤0.01%
171
-18
1128
$3.32K ﹤0.01%
44
1129
$3.27K ﹤0.01%
210
+32
1130
$3.17K ﹤0.01%
+27
1131
$3.15K ﹤0.01%
35
1132
$3.06K ﹤0.01%
48
1133
$2.97K ﹤0.01%
20
1134
$2.91K ﹤0.01%
27
-13
1135
$2.86K ﹤0.01%
53
-9
1136
$2.85K ﹤0.01%
14
1137
$2.73K ﹤0.01%
23
+13
1138
$2.68K ﹤0.01%
77
1139
$2.67K ﹤0.01%
+8
1140
$2.67K ﹤0.01%
124
+33
1141
$2.64K ﹤0.01%
+85
1142
$2.63K ﹤0.01%
19
1143
$2.6K ﹤0.01%
20
1144
$2.54K ﹤0.01%
233
1145
$2.54K ﹤0.01%
63
1146
$2.51K ﹤0.01%
30
-625
1147
$2.48K ﹤0.01%
84
1148
$2.47K ﹤0.01%
74
1149
$2.44K ﹤0.01%
11
-2
1150
$2.43K ﹤0.01%
113
44 45
46
47 48