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
401
$700K 0.02%
4,246
+4,061
402
$689K 0.02%
4,918
+647
403
$682K 0.02%
5,915
+3,223
404
$681K 0.02%
+2,206
405
$677K 0.02%
8,632
-436
406
$677K 0.02%
4,649
-3
407
$677K 0.02%
2,872
-121
408
$677K 0.02%
12,545
+672
409
$671K 0.02%
8,505
-3,402
410
$670K 0.02%
5,242
-179
411
$670K 0.02%
2,891
+186
412
$662K 0.02%
7,216
-1,335
413
$661K 0.02%
4,947
-865
414
$658K 0.02%
26,318
+721
415
$656K 0.02%
9,127
-37
416
$654K 0.02%
2,519
-183
417
$652K 0.02%
2,692
-1,125
418
$643K 0.02%
13,806
+554
419
$633K 0.02%
16,582
-1,840
420
$630K 0.02%
3,917
+3,760
421
$607K 0.02%
4,186
-18,935
422
$602K 0.02%
12,805
+3,182
423
$601K 0.02%
9,949
-390
424
$592K 0.02%
19,288
+4,676
425
$590K 0.02%
+2,305
15 16
17
18 19