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
126
$4.14M 0.18%
54,504
-3,165
127
$4.11M 0.18%
9,945
+1,060
128
$4.08M 0.17%
75,950
-7,670
129
$4.05M 0.17%
40,521
-9,703
130
$4.02M 0.17%
97,387
-5,009
131
$3.98M 0.17%
13,912
-885
132
$3.98M 0.17%
24,192
+1,055
133
$3.93M 0.17%
88,589
+7,661
134
$3.93M 0.17%
51,418
+24,538
135
$3.93M 0.17%
236,381
+23,229
136
$3.87M 0.16%
13,614
+1,389
137
$3.86M 0.16%
9,140
+1,040
138
$3.8M 0.16%
15,121
+1,288
139
$3.78M 0.16%
20,189
+13,974
140
$3.76M 0.16%
11,136
+1,066
141
$3.68M 0.16%
27,944
-1,107
142
$3.67M 0.16%
10,019
-701
143
$3.55M 0.15%
30,730
+10,334
144
$3.53M 0.15%
16,649
+5,153
145
$3.53M 0.15%
+66,050
146
$3.49M 0.15%
19,520
+1,351
147
$3.48M 0.15%
34,696
+788
148
$3.47M 0.15%
35,060
+1,554
149
$3.46M 0.15%
34,407
-14,037
150
$3.44M 0.15%
13,787
-610
4 5
6
7 8