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
751
$71.2K ﹤0.01%
893
-21
752
$71K ﹤0.01%
+584
753
$70.7K ﹤0.01%
491
+15
754
$70.4K ﹤0.01%
1,167
-3
755
$70.2K ﹤0.01%
2,096
-157
756
$70K ﹤0.01%
789
-357
757
$69.2K ﹤0.01%
12,098
+8,246
758
$69K ﹤0.01%
738
+25
759
$67.6K ﹤0.01%
500
+191
760
$67.5K ﹤0.01%
347
-694
761
$65.5K ﹤0.01%
519
-4
762
$65.5K ﹤0.01%
1,722
-1,625
763
$65.3K ﹤0.01%
3,485
+1,037
764
$65K ﹤0.01%
683
+29
765
$64.7K ﹤0.01%
3,299
+623
766
$64.2K ﹤0.01%
263
+29
767
$63.1K ﹤0.01%
1,762
-72
768
$62.7K ﹤0.01%
1,572
+594
769
$62.3K ﹤0.01%
1,437
-10
770
$62.2K ﹤0.01%
433
-37
771
$61.5K ﹤0.01%
906
+13
772
$59.8K ﹤0.01%
392
-140
773
$59.2K ﹤0.01%
33
-24
774
$58.5K ﹤0.01%
1,138
-208
775
$58.4K ﹤0.01%
1,568
-292
29 30
31
32 33