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
251
$1.84M 0.06%
1,128
+65
252
$1.84M 0.06%
14,680
+323
253
$1.83M 0.06%
66,214
-1,790
254
$1.82M 0.06%
6,738
-4,118
255
$1.82M 0.06%
19,349
-1,050
256
$1.81M 0.06%
21,618
+115
257
$1.79M 0.06%
5,004
-145
258
$1.74M 0.06%
3,364
+302
259
$1.73M 0.06%
6,941
+38
260
$1.73M 0.06%
6,042
+1,983
261
$1.73M 0.06%
23,556
-1,369
262
$1.72M 0.06%
14,670
+68
263
$1.72M 0.06%
7,479
-698
264
$1.7M 0.06%
57,501
+6,786
265
$1.7M 0.06%
8,245
+730
266
$1.7M 0.06%
35,449
+5,406
267
$1.69M 0.06%
22,831
+6,708
268
$1.69M 0.06%
7,915
+547
269
$1.67M 0.06%
14,773
+170
270
$1.67M 0.05%
9,835
+406
271
$1.67M 0.05%
4,172
+251
272
$1.66M 0.05%
3,877
+27
273
$1.65M 0.05%
8,579
+736
274
$1.64M 0.05%
9,084
-1,897
275
$1.63M 0.05%
13,353
+361
9 10
11
12 13