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
301
$1.38M 0.05%
7,783
+3,453
302
$1.37M 0.04%
24,930
+3,068
303
$1.36M 0.04%
49,548
-9,060
304
$1.36M 0.04%
13,259
-683
305
$1.35M 0.04%
25,091
-7,333
306
$1.34M 0.04%
12,132
-429
307
$1.33M 0.04%
11,914
+886
308
$1.33M 0.04%
4,704
+206
309
$1.32M 0.04%
4,874
-392
310
$1.31M 0.04%
15,858
-2,342
311
$1.31M 0.04%
13,949
-10,382
312
$1.3M 0.04%
51,740
-90
313
$1.3M 0.04%
+5,950
314
$1.3M 0.04%
3,887
+641
315
$1.28M 0.04%
3,801
+480
316
$1.28M 0.04%
8,800
+137
317
$1.27M 0.04%
21,460
+941
318
$1.27M 0.04%
38,776
+2,973
319
$1.26M 0.04%
9,253
-487
320
$1.25M 0.04%
51,238
-3,592
321
$1.24M 0.04%
7,623
-7
322
$1.24M 0.04%
18,969
+3,376
323
$1.23M 0.04%
17,527
-1,509
324
$1.23M 0.04%
6,083
-160
325
$1.22M 0.04%
3,515
-3,862
11 12
13
14 15