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
426
$586K 0.02%
11,375
-1,207
427
$573K 0.02%
1,717
+449
428
$572K 0.02%
2,656
+146
429
$572K 0.02%
12,642
+783
430
$570K 0.02%
12,082
-97
431
$570K 0.02%
15,182
+848
432
$569K 0.02%
6,527
+5,633
433
$568K 0.02%
6,616
-147
434
$568K 0.02%
9,797
+46
435
$567K 0.02%
6,303
+1,673
436
$563K 0.02%
3,834
-710
437
$560K 0.02%
1,434
+277
438
$559K 0.02%
2,730
-615
439
$536K 0.02%
8,025
+361
440
$533K 0.02%
4,334
-57
441
$523K 0.02%
7,657
-6,596
442
$513K 0.02%
4,074
-181
443
$512K 0.02%
5,342
+56
444
$508K 0.02%
2,050
+381
445
$508K 0.02%
3,177
+228
446
$498K 0.02%
10,616
+437
447
$495K 0.02%
807
-185
448
$495K 0.02%
12,063
+404
449
$493K 0.02%
3,316
+2,374
450
$491K 0.02%
2,515
-1,647
16 17
18
19 20