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
676
$109K ﹤0.01%
1,086
+304
677
$108K ﹤0.01%
3,480
+1,868
678
$108K ﹤0.01%
1,589
+36
679
$107K ﹤0.01%
1,700
-190
680
$107K ﹤0.01%
1,100
-21
681
$106K ﹤0.01%
944
+259
682
$104K ﹤0.01%
2,250
+661
683
$103K ﹤0.01%
640
+119
684
$103K ﹤0.01%
2,644
+632
685
$103K ﹤0.01%
10,419
+4,219
686
$103K ﹤0.01%
1,094
+20
687
$103K ﹤0.01%
1,541
+772
688
$101K ﹤0.01%
949
+515
689
$101K ﹤0.01%
+6,635
690
$101K ﹤0.01%
1,538
691
$100K ﹤0.01%
2,984
+878
692
$99.7K ﹤0.01%
3,884
+223
693
$99.5K ﹤0.01%
3,128
+46
694
$99.4K ﹤0.01%
2,578
-90
695
$98.5K ﹤0.01%
2,728
+780
696
$97.7K ﹤0.01%
6,180
-9,468
697
$96.9K ﹤0.01%
5,931
+3,230
698
$96.8K ﹤0.01%
1,536
+487
699
$96.7K ﹤0.01%
2,693
-164
700
$96.6K ﹤0.01%
3,466
-4,427
26 27
28
29 30