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
476
$410K 0.01%
10,604
-183
477
$400K 0.01%
2,227
+125
478
$396K 0.01%
1,453
+1,452
479
$395K 0.01%
2,921
+1,857
480
$391K 0.01%
21,326
-824
481
$388K 0.01%
9,050
+1,768
482
$387K 0.01%
4,116
+750
483
$381K 0.01%
4,586
+337
484
$379K 0.01%
1,456
-54
485
$375K 0.01%
718
-302
486
$375K 0.01%
669
-633
487
$371K 0.01%
8,569
+4,412
488
$369K 0.01%
2,498
+721
489
$363K 0.01%
4,831
490
$359K 0.01%
1,336
+476
491
$358K 0.01%
+27,645
492
$354K 0.01%
1,697
+298
493
$354K 0.01%
4,441
+246
494
$353K 0.01%
1,218
+422
495
$353K 0.01%
800
+47
496
$351K 0.01%
6,715
+935
497
$350K 0.01%
1,793
+23
498
$348K 0.01%
18,067
+1,434
499
$345K 0.01%
1,945
-979
500
$342K 0.01%
1,042
+5
18 19
20
21 22