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
601
$185K 0.01%
6,400
+2,656
602
$184K 0.01%
968
+286
603
$184K 0.01%
2,463
-93
604
$179K 0.01%
2,787
-196
605
$177K 0.01%
3,105
+130
606
$176K 0.01%
4,492
+4,223
607
$175K 0.01%
1,138
+129
608
$175K 0.01%
9,343
+1,904
609
$175K 0.01%
4,730
+55
610
$172K 0.01%
3,790
+1,071
611
$170K 0.01%
10,591
-548
612
$169K 0.01%
2,187
-10
613
$169K 0.01%
2,316
-921
614
$169K 0.01%
1,735
+196
615
$168K 0.01%
3,911
-17
616
$168K 0.01%
1,607
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617
$167K 0.01%
1,639
-30
618
$167K 0.01%
2,132
-1,316
619
$166K 0.01%
3,079
+908
620
$163K 0.01%
1,350
+1,329
621
$162K 0.01%
2,812
+512
622
$162K 0.01%
1,175
+89
623
$161K 0.01%
9,854
+2,633
624
$161K 0.01%
98,390
625
$160K 0.01%
3,684
-815
23 24
25
26 27