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
351
$986K 0.03%
24,006
+9,126
352
$981K 0.03%
1,361
-456
353
$956K 0.03%
2,693
-36
354
$955K 0.03%
303
-26
355
$944K 0.03%
44,646
+7,769
356
$938K 0.03%
11,700
-2,674
357
$938K 0.03%
24,399
+1,145
358
$927K 0.03%
22,073
+897
359
$919K 0.03%
24,711
-54
360
$919K 0.03%
7,156
-6,115
361
$907K 0.03%
13,392
-19
362
$887K 0.03%
1,653
+31
363
$879K 0.03%
15,238
-186
364
$877K 0.03%
1,578
-120
365
$873K 0.03%
17,075
+2,519
366
$872K 0.03%
50,860
+3,530
367
$867K 0.03%
2,595
+94
368
$866K 0.03%
11,966
-1,874
369
$865K 0.03%
21,073
+374
370
$864K 0.03%
7,279
+406
371
$851K 0.03%
2,072
-33
372
$850K 0.03%
29,978
+5,021
373
$848K 0.03%
15,979
+1,151
374
$841K 0.03%
2,884
+157
375
$821K 0.03%
2,578
+38
13 14
15
16 17