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
26
$26.3M 0.86%
291,070
-13,780
27
$25.3M 0.83%
416,523
-3,712
28
$25.1M 0.82%
138,906
+6,627
29
$22.3M 0.73%
124,601
-29,692
30
$21.8M 0.71%
808,785
-1,821
31
$21M 0.69%
112,266
-6,482
32
$19.5M 0.64%
128,907
-8,013
33
$19.4M 0.64%
177,925
+16,232
34
$19.1M 0.63%
249,199
-12,504
35
$18.8M 0.62%
93,975
+182
36
$18.4M 0.6%
107,037
-8,307
37
$18.1M 0.59%
137,549
-9,547
38
$17.8M 0.58%
196,382
+39,147
39
$16.6M 0.55%
34,236
+1,445
40
$16.5M 0.54%
149,275
+6,334
41
$16M 0.52%
168,838
+14,606
42
$15.3M 0.5%
54,910
-707
43
$14M 0.46%
173,327
+62,220
44
$13.3M 0.44%
63,118
-7,690
45
$13.2M 0.43%
257,301
+34,876
46
$13M 0.43%
16,744
+1,096
47
$12.2M 0.4%
48,826
+1,400
48
$12M 0.39%
76,197
+9,587
49
$11.8M 0.39%
64,965
-8,259
50
$11.8M 0.39%
89,090
+3,598
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