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
451
$490K 0.02%
8,432
-209
452
$486K 0.02%
1,389
+429
453
$485K 0.02%
2,831
+330
454
$481K 0.02%
1,388
+72
455
$471K 0.02%
28,103
+2,315
456
$470K 0.02%
5,083
-245
457
$469K 0.02%
12,919
+1,220
458
$467K 0.02%
2,987
+109
459
$467K 0.02%
1,610
+1
460
$463K 0.02%
3,679
+2,909
461
$461K 0.02%
16,115
+6,624
462
$459K 0.02%
4,455
-727
463
$459K 0.02%
1,697
-59
464
$455K 0.01%
5,721
-694
465
$443K 0.01%
12,250
+84
466
$439K 0.01%
9,240
+7,628
467
$437K 0.01%
1,738
+99
468
$426K 0.01%
889
-89
469
$423K 0.01%
38,482
+10,291
470
$423K 0.01%
2,533
+5
471
$416K 0.01%
2,216
-569
472
$413K 0.01%
3,008
-494
473
$412K 0.01%
13,783
+1,100
474
$411K 0.01%
3,956
+1,934
475
$410K 0.01%
4,771
+324
17 18
19
20 21