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
51
$10.8M 0.35%
20,569
-453
52
$10.4M 0.34%
248,865
+2,803
53
$10.3M 0.34%
20,755
-3,377
54
$10.1M 0.33%
109,984
-8,997
55
$9.98M 0.33%
210,472
+51,326
56
$9.53M 0.31%
131,207
-14,577
57
$9.44M 0.31%
125,134
+9,245
58
$9.17M 0.3%
82,936
+4,051
59
$8.87M 0.29%
66,920
-8,320
60
$8.61M 0.28%
20,470
+1,690
61
$8.56M 0.28%
134,120
+15,792
62
$8.44M 0.28%
97,341
+27,886
63
$8.34M 0.27%
17,317
+771
64
$8.26M 0.27%
88,377
+29,494
65
$8.14M 0.27%
182,100
-6,498
66
$8.02M 0.26%
81,859
-33,842
67
$7.96M 0.26%
283,711
+26,035
68
$7.74M 0.25%
26,876
-8,703
69
$7.37M 0.24%
15,878
-126
70
$7.13M 0.23%
34,679
+97
71
$7.07M 0.23%
30,934
+4,376
72
$6.89M 0.23%
42,438
+1,040
73
$6.79M 0.22%
190,244
+33,632
74
$6.74M 0.22%
290,848
+24,916
75
$6.52M 0.21%
108,346
+10,843
1 2
3
4 5