TPCW

TD Private Client Wealth Portfolio holdings

AUM $4.69B
1-Year Est. Return 15.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.82%
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
+$14.8M
2
+$14.4M
3
+$13.9M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$11.1M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$6.96M

Top Sells

1
+$5.02M
2
+$4.35M
3
+$3.31M
4
MSFT icon
Microsoft
MSFT
+$3.01M
5
ADBE icon
Adobe
ADBE
+$2.83M

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%
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-196
605
$177K 0.01%
3,105
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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
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610
$172K 0.01%
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611
$170K 0.01%
10,591
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612
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2,187
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613
$169K 0.01%
2,316
-921
614
$169K 0.01%
1,735
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615
$168K 0.01%
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616
$168K 0.01%
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$167K 0.01%
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618
$167K 0.01%
2,132
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$166K 0.01%
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620
$163K 0.01%
1,350
+1,329
621
$162K 0.01%
2,812
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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