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
326
$1.21M 0.04%
9,184
-1,549
327
$1.2M 0.04%
790
+119
328
$1.2M 0.04%
25,525
-1,333
329
$1.2M 0.04%
50,177
+4,352
330
$1.18M 0.04%
4,192
-482
331
$1.18M 0.04%
326
+8
332
$1.16M 0.04%
17,919
-1,326
333
$1.14M 0.04%
4,474
+24
334
$1.13M 0.04%
3,084
-910
335
$1.12M 0.04%
4,541
-1,324
336
$1.12M 0.04%
138
+10
337
$1.11M 0.04%
4,359
+3,101
338
$1.1M 0.04%
9,662
-1,121
339
$1.08M 0.04%
12,225
+1,859
340
$1.07M 0.04%
15,955
+3,172
341
$1.07M 0.04%
14,487
+998
342
$1.05M 0.03%
10,906
-1,026
343
$1.03M 0.03%
27,705
+4,145
344
$1.03M 0.03%
17,712
+968
345
$1.01M 0.03%
6,503
-176
346
$1.01M 0.03%
21,750
+384
347
$1M 0.03%
14,300
-1,627
348
$990K 0.03%
5,075
+585
349
$989K 0.03%
5,126
-1,611
350
$989K 0.03%
2,846
+52
12 13
14
15 16