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
501
$337K 0.01%
12,930
+224
502
$335K 0.01%
7,314
+40
503
$334K 0.01%
1,114
-140
504
$333K 0.01%
2,010
+1,691
505
$331K 0.01%
2,020
-138
506
$330K 0.01%
1,029
-9
507
$329K 0.01%
2,268
+102
508
$328K 0.01%
2,088
-432
509
$327K 0.01%
10,153
+678
510
$323K 0.01%
1,934
-1,163
511
$321K 0.01%
1,231
-334
512
$319K 0.01%
2,199
+29
513
$311K 0.01%
14,790
+391
514
$310K 0.01%
1,239
+81
515
$303K 0.01%
5,153
+1,885
516
$299K 0.01%
2,852
+62
517
$299K 0.01%
714
+135
518
$298K 0.01%
4,428
+113
519
$295K 0.01%
34,781
-530
520
$294K 0.01%
2,370
+1,173
521
$289K 0.01%
2,081
-141
522
$288K 0.01%
837
-12
523
$288K 0.01%
660
+43
524
$288K 0.01%
3,261
+36
525
$287K 0.01%
6,917
+1,158
19 20
21
22 23