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
1176
$1.82K ﹤0.01%
8
+6
1177
$1.76K ﹤0.01%
323
-76
1178
$1.76K ﹤0.01%
75
1179
$1.73K ﹤0.01%
13
1180
$1.63K ﹤0.01%
68
1181
$1.63K ﹤0.01%
+20
1182
$1.6K ﹤0.01%
62
1183
$1.58K ﹤0.01%
96
+50
1184
$1.57K ﹤0.01%
23
1185
$1.56K ﹤0.01%
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1186
$1.52K ﹤0.01%
+51
1187
$1.52K ﹤0.01%
25
1188
$1.47K ﹤0.01%
9
-6
1189
$1.46K ﹤0.01%
29
1190
$1.46K ﹤0.01%
36
1191
$1.44K ﹤0.01%
16
1192
$1.41K ﹤0.01%
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1193
$1.4K ﹤0.01%
63
1194
$1.37K ﹤0.01%
25
1195
$1.37K ﹤0.01%
+5
1196
$1.27K ﹤0.01%
56
1197
$1.26K ﹤0.01%
38
-15
1198
$1.23K ﹤0.01%
40
-2,508
1199
$1.23K ﹤0.01%
10
1200
$1.21K ﹤0.01%
97
+62
46 47
48
49 50