TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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 +$10.4M
2 +$9.17M
3 +$6.29M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.1M
5
MSFT icon
Microsoft
MSFT
+$4.63M

Top Sells

1 +$15M
2 +$10.4M
3 +$5.11M
4
UL icon
Unilever
UL
+$4.13M
5
TRU icon
TransUnion
TRU
+$3.62M

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
1251
$326 ﹤0.01%
1
1252
$323 ﹤0.01%
24
1253
$322 ﹤0.01%
69
-3
1254
$315 ﹤0.01%
+1
1255
$300 ﹤0.01%
2
-6
1256
$279 ﹤0.01%
10
1257
$277 ﹤0.01%
+79
1258
$266 ﹤0.01%
1
-2
1259
$239 ﹤0.01%
12
1260
$235 ﹤0.01%
2
1261
$235 ﹤0.01%
3
1262
$98 ﹤0.01%
7
-22
1263
$12 ﹤0.01%
1
-40
1264
-4
1265
-1,527
1266
-5
1267
-10,119
1268
-7
1269
-7
1270
-35
1271
-7,500
1272
-838
1273
-1
1274
-18
1275
-5