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
551
$242K 0.01%
1,700
+82
552
$239K 0.01%
947
+111
553
$239K 0.01%
5,468
-320
554
$238K 0.01%
1,605
+58
555
$235K 0.01%
11,378
+1,661
556
$235K 0.01%
231
+13
557
$233K 0.01%
1,310
+392
558
$233K 0.01%
2,944
+55
559
$229K 0.01%
19,314
-873
560
$228K 0.01%
729
561
$225K 0.01%
1,867
+9
562
$225K 0.01%
870
+288
563
$225K 0.01%
4,739
+386
564
$225K 0.01%
4,930
+577
565
$224K 0.01%
1,212
-35
566
$224K 0.01%
3,803
+29
567
$223K 0.01%
4,232
+891
568
$220K 0.01%
2,210
-420
569
$219K 0.01%
1,400
-289
570
$219K 0.01%
541
-34
571
$219K 0.01%
1,862
-27
572
$218K 0.01%
892
+4
573
$216K 0.01%
3,394
-137
574
$215K 0.01%
548
-318
575
$214K 0.01%
789
+655
21 22
23
24 25