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
576
$213K 0.01%
8,775
-101
577
$212K 0.01%
706
+178
578
$210K 0.01%
10,755
+10,680
579
$209K 0.01%
9,715
-829
580
$207K 0.01%
5,584
+5,563
581
$207K 0.01%
2,126
-2,221
582
$206K 0.01%
11,638
-436
583
$205K 0.01%
919
+49
584
$204K 0.01%
25,439
+3,336
585
$203K 0.01%
3,528
-42
586
$202K 0.01%
694
+51
587
$201K 0.01%
3,772
+10
588
$201K 0.01%
2,359
+1,049
589
$200K 0.01%
1,612
+312
590
$200K 0.01%
1,342
+769
591
$197K 0.01%
4,015
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592
$196K 0.01%
873
+4
593
$194K 0.01%
235
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594
$191K 0.01%
2,108
-98
595
$190K 0.01%
2,712
-540
596
$187K 0.01%
4,120
-921
597
$187K 0.01%
4,703
-265
598
$187K 0.01%
6,815
599
$186K 0.01%
940
-730
600
$185K 0.01%
560
+122
22 23
24
25 26