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
376
$820K 0.03%
8,260
-817
377
$815K 0.03%
4,231
+368
378
$807K 0.03%
40,354
+6,417
379
$797K 0.03%
6,937
-958
380
$794K 0.03%
22,040
+6,724
381
$793K 0.03%
2,882
+173
382
$791K 0.03%
10,450
+1,799
383
$789K 0.03%
9,151
-1,606
384
$788K 0.03%
3,286
+634
385
$775K 0.03%
8,005
+174
386
$762K 0.03%
18,093
-4,423
387
$759K 0.02%
3,304
+135
388
$759K 0.02%
5,908
-1,117
389
$747K 0.02%
4,347
+532
390
$743K 0.02%
10,518
-1,195
391
$737K 0.02%
16,685
+2,681
392
$736K 0.02%
39,691
+1,645
393
$729K 0.02%
3,678
+2,602
394
$728K 0.02%
1,711
-28
395
$722K 0.02%
+2,750
396
$718K 0.02%
28,096
-278
397
$710K 0.02%
19,249
+4,939
398
$706K 0.02%
22,590
+443
399
$705K 0.02%
6,666
+329
400
$702K 0.02%
21,873
-1,391
14 15
16
17 18