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
176
$2.89M 0.12%
22,481
+3,888
177
$2.87M 0.12%
11,014
+308
178
$2.87M 0.12%
91,480
+4,496
179
$2.84M 0.12%
49,820
+5,725
180
$2.81M 0.12%
53,836
+6,381
181
$2.81M 0.12%
49,803
+3,683
182
$2.7M 0.11%
14,302
+135
183
$2.67M 0.11%
29,813
-897
184
$2.66M 0.11%
40,610
-1,809
185
$2.65M 0.11%
43,632
+2,522
186
$2.64M 0.11%
51,486
-793
187
$2.63M 0.11%
21,984
-565
188
$2.61M 0.11%
69,690
+4,260
189
$2.58M 0.11%
38,110
-2,383
190
$2.56M 0.11%
36,893
+6,617
191
$2.55M 0.11%
23,526
+127
192
$2.54M 0.11%
26,345
-15,192
193
$2.54M 0.11%
101,788
+19,385
194
$2.53M 0.11%
11,811
+501
195
$2.49M 0.11%
87,312
+1,311
196
$2.49M 0.11%
20,220
+1,234
197
$2.48M 0.11%
9,546
+2,106
198
$2.43M 0.1%
54,994
+18,727
199
$2.41M 0.1%
+134,424
200
$2.39M 0.1%
38,017
+2,552
6 7
8
9 10