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
101
$5.34M 0.23%
111,268
-6,293
102
$5.29M 0.23%
95,178
+12,641
103
$5.27M 0.22%
48,601
-2,165
104
$5.21M 0.22%
44,043
+14,832
105
$5.21M 0.22%
117,625
+10,417
106
$5.19M 0.22%
71,618
+1,876
107
$5.02M 0.21%
28,709
-818
108
$4.92M 0.21%
106,746
+455
109
$4.92M 0.21%
88,856
+553
110
$4.85M 0.21%
10,978
-4,693
111
$4.82M 0.21%
77,756
-30,063
112
$4.78M 0.2%
8,579
+75
113
$4.76M 0.2%
67,831
+4,195
114
$4.69M 0.2%
17,158
+1,613
115
$4.64M 0.2%
61,204
+559
116
$4.4M 0.19%
106,743
+2,670
117
$4.38M 0.19%
32,578
+2,572
118
$4.35M 0.19%
243,507
+101,196
119
$4.29M 0.18%
83,012
+7,726
120
$4.28M 0.18%
32,641
+5,680
121
$4.24M 0.18%
164,196
+17,955
122
$4.22M 0.18%
54,071
+467
123
$4.18M 0.18%
19,700
+453
124
$4.14M 0.18%
81,992
+40,747
125
$4.14M 0.18%
21,266
+3,900
3 4
5
6 7