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
651
$127K ﹤0.01%
760
+102
652
$124K ﹤0.01%
1,127
+478
653
$123K ﹤0.01%
602
+171
654
$122K ﹤0.01%
478
+183
655
$121K ﹤0.01%
2,102
+301
656
$121K ﹤0.01%
1,431
+264
657
$121K ﹤0.01%
14,466
658
$119K ﹤0.01%
7,518
+1,006
659
$119K ﹤0.01%
1,145
-72
660
$119K ﹤0.01%
5,186
-1,892
661
$119K ﹤0.01%
6,157
+3,354
662
$118K ﹤0.01%
4,473
-421
663
$118K ﹤0.01%
1,420
+1,255
664
$117K ﹤0.01%
1,099
-629
665
$116K ﹤0.01%
1,384
+10
666
$116K ﹤0.01%
3,977
+1,743
667
$116K ﹤0.01%
1,562
-299
668
$115K ﹤0.01%
1,521
+460
669
$115K ﹤0.01%
+1,645
670
$112K ﹤0.01%
1,931
+1,526
671
$111K ﹤0.01%
1,133
-54
672
$111K ﹤0.01%
3,843
-1,252
673
$110K ﹤0.01%
1,824
+48
674
$110K ﹤0.01%
1,369
+188
675
$110K ﹤0.01%
2,954
-172
25 26
27
28 29