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
151
$3.43M 0.15%
29,175
+3,158
152
$3.43M 0.15%
78,874
+66,283
153
$3.37M 0.14%
18,449
+2,086
154
$3.37M 0.14%
21,184
+1,707
155
$3.36M 0.14%
37,126
+3,458
156
$3.36M 0.14%
20,765
+2,417
157
$3.31M 0.14%
40,396
-12
158
$3.29M 0.14%
39,085
-11,917
159
$3.27M 0.14%
27,677
+2,402
160
$3.27M 0.14%
17,778
-100
161
$3.23M 0.14%
23,645
+3,808
162
$3.2M 0.14%
26,050
+4,957
163
$3.19M 0.14%
22,478
+12,486
164
$3.18M 0.14%
217,665
+11,249
165
$3.17M 0.14%
14,935
+1,389
166
$3.16M 0.13%
70,609
+43,786
167
$3.15M 0.13%
13,859
+1,098
168
$3.15M 0.13%
28,695
-837
169
$3.14M 0.13%
52,960
-493
170
$3.13M 0.13%
71,460
+33,748
171
$3.13M 0.13%
19,341
+2,535
172
$3.1M 0.13%
58,118
+12,727
173
$3.08M 0.13%
16,679
-1,755
174
$2.93M 0.12%
28,902
-7,098
175
$2.89M 0.12%
31,671
-7,603
5 6
7
8 9