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
726
$80.2K ﹤0.01%
420
-33
727
$79.6K ﹤0.01%
911
+28
728
$79.5K ﹤0.01%
1,542
+442
729
$79.5K ﹤0.01%
573
+16
730
$78.1K ﹤0.01%
1,023
-43
731
$77.9K ﹤0.01%
4,344
-2,914
732
$77.8K ﹤0.01%
393
-15
733
$77.8K ﹤0.01%
900
+256
734
$77.7K ﹤0.01%
601
-116
735
$77.3K ﹤0.01%
31,173
-1,690
736
$77.1K ﹤0.01%
1,280
+416
737
$77.1K ﹤0.01%
2,071
+3
738
$76.7K ﹤0.01%
2,338
+607
739
$76.7K ﹤0.01%
828
+438
740
$76.3K ﹤0.01%
1,306
+694
741
$76.1K ﹤0.01%
+1,970
742
$75.9K ﹤0.01%
300
+61
743
$75.4K ﹤0.01%
+335
744
$74.9K ﹤0.01%
565
-74
745
$74.7K ﹤0.01%
2,155
+787
746
$72.8K ﹤0.01%
1,250
-95
747
$72.7K ﹤0.01%
1,656
+412
748
$72.6K ﹤0.01%
1,106
+70
749
$72.5K ﹤0.01%
336
-2,797
750
$71.6K ﹤0.01%
1,136
+309
28 29
30
31 32