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
701
$95.5K ﹤0.01%
1,598
-96
702
$94.5K ﹤0.01%
786
+204
703
$94.3K ﹤0.01%
1,879
-58
704
$92.8K ﹤0.01%
606
-272
705
$91.5K ﹤0.01%
2,688
+744
706
$89.6K ﹤0.01%
1,058
+516
707
$89.4K ﹤0.01%
643
-8
708
$89.2K ﹤0.01%
3,406
-114
709
$88.2K ﹤0.01%
+1,063
710
$87.3K ﹤0.01%
943
+387
711
$87K ﹤0.01%
1,870
712
$86.7K ﹤0.01%
834
+473
713
$86.2K ﹤0.01%
5,210
+672
714
$86.1K ﹤0.01%
933
-58
715
$85.8K ﹤0.01%
1,380
+379
716
$85.5K ﹤0.01%
600
+90
717
$85.2K ﹤0.01%
503
+4
718
$85.2K ﹤0.01%
64
+7
719
$83.5K ﹤0.01%
+635
720
$83.3K ﹤0.01%
1,562
+544
721
$83.2K ﹤0.01%
55
+50
722
$82.1K ﹤0.01%
2,340
-4
723
$81.7K ﹤0.01%
620
-378
724
$81.3K ﹤0.01%
3,651
-1,974
725
$80.7K ﹤0.01%
2,047
-9,060
27 28
29
30 31