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
$3.05B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,279
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$14.4M
3
+$13.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11.6M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$6.98M

Top Sells

1
+$5.32M
2
+$4.55M
3
+$3.31M
4
MSFT icon
Microsoft
MSFT
+$3.13M
5
URTH icon
iShares MSCI World ETF
URTH
+$2.74M

Sector Composition

1 Technology 8.19%
2 Financials 5.38%
3 Healthcare 4.84%
4 Industrials 3.64%
5 Consumer Discretionary 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.12M 0.07%
16,691
-4,362
227
$2.11M 0.07%
62,992
+165
228
$2.1M 0.07%
10,208
-8,570
229
$2.06M 0.07%
4,937
+160
230
$2.06M 0.07%
45,380
+3,427
231
$2.05M 0.07%
9,632
-92
232
$2.05M 0.07%
3,803
-137
233
$2.04M 0.07%
25,626
+5,064
234
$2.03M 0.07%
84,402
+2,814
235
$2.02M 0.07%
9,456
-784
236
$2M 0.07%
53,124
+162
237
$1.98M 0.07%
1,587
-1
238
$1.97M 0.06%
29,459
-3,717
239
$1.97M 0.06%
66,300
+9,669
240
$1.96M 0.06%
25,107
+630
241
$1.96M 0.06%
11,148
-1,583
242
$1.95M 0.06%
30,057
-357
243
$1.95M 0.06%
3,035
+29
244
$1.94M 0.06%
32,000
+90
245
$1.94M 0.06%
38,261
-6,551
246
$1.94M 0.06%
7,979
-416
247
$1.9M 0.06%
10,861
-42
248
$1.88M 0.06%
34,743
+9,151
249
$1.87M 0.06%
3,277
+311
250
$1.86M 0.06%
10,301
+1,425
8 9
10
11 12