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
526
$287K 0.01%
35,134
527
$286K 0.01%
1,921
-31
528
$286K 0.01%
2,792
-246
529
$283K 0.01%
11,062
-15,045
530
$282K 0.01%
2,740
-17
531
$280K 0.01%
4,775
+179
532
$278K 0.01%
1,628
+71
533
$276K 0.01%
5,944
+1,000
534
$275K 0.01%
5,740
+4,993
535
$275K 0.01%
1,773
-555
536
$274K 0.01%
2,084
+505
537
$271K 0.01%
6,749
+411
538
$268K 0.01%
2,057
+151
539
$267K 0.01%
4,298
+1,345
540
$264K 0.01%
2,908
+1,938
541
$261K 0.01%
3,268
-2,785
542
$261K 0.01%
1,586
-1,395
543
$259K 0.01%
9,084
-150
544
$257K 0.01%
4,449
-146
545
$255K 0.01%
1,389
+174
546
$251K 0.01%
1,785
-2,021
547
$249K 0.01%
783
-168
548
$245K 0.01%
2,433
-98
549
$245K 0.01%
20,848
-1,179
550
$244K 0.01%
2,972
-27
20 21
22
23 24