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
201
$2.39M 0.1%
10,362
+172
202
$2.38M 0.1%
15,716
+8,580
203
$2.38M 0.1%
17,841
-512
204
$2.36M 0.1%
21,543
+1,971
205
$2.33M 0.1%
19,603
-13,174
206
$2.3M 0.1%
7,077
+6,184
207
$2.3M 0.1%
14,530
+18
208
$2.3M 0.1%
12,575
-556
209
$2.3M 0.1%
15,141
-399
210
$2.28M 0.1%
12,453
+41
211
$2.27M 0.1%
9,487
-2,120
212
$2.27M 0.1%
7,560
+1,003
213
$2.23M 0.09%
44,931
+20,247
214
$2.23M 0.09%
9,783
+686
215
$2.21M 0.09%
134,284
+8,004
216
$2.2M 0.09%
10,712
+1,849
217
$2.19M 0.09%
31,280
-845
218
$2.18M 0.09%
8,738
+4,553
219
$2.18M 0.09%
8,453
+594
220
$2.17M 0.09%
22,540
+256
221
$2.16M 0.09%
68,056
-5,230
222
$2.16M 0.09%
71,624
-279
223
$2.12M 0.09%
20,529
-1,173
224
$2.12M 0.09%
10,754
+600
225
$2.09M 0.09%
4,122
+643
7 8
9
10 11