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
1201
$1.16K ﹤0.01%
15
1202
$1.15K ﹤0.01%
11
1203
$1.13K ﹤0.01%
+38
1204
$1.13K ﹤0.01%
46
-24
1205
$1.11K ﹤0.01%
+26
1206
$1.1K ﹤0.01%
55
-250
1207
$1.1K ﹤0.01%
92
+8
1208
$1.09K ﹤0.01%
+13
1209
$1.06K ﹤0.01%
31
1210
$1.04K ﹤0.01%
73
1211
$1.02K ﹤0.01%
19
1212
$1.02K ﹤0.01%
20
1213
$992 ﹤0.01%
12
-1,389
1214
$975 ﹤0.01%
16
1215
$906 ﹤0.01%
25
1216
$898 ﹤0.01%
34
-29
1217
$897 ﹤0.01%
+22
1218
$892 ﹤0.01%
5
1219
$880 ﹤0.01%
9
1220
$841 ﹤0.01%
+21
1221
$782 ﹤0.01%
16
1222
$766 ﹤0.01%
7
1223
$755 ﹤0.01%
5
+2
1224
$753 ﹤0.01%
+13
1225
$737 ﹤0.01%
7
47 48
49
50 51