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
776
$58.2K ﹤0.01%
1,875
+1,373
777
$57.8K ﹤0.01%
467
-320
778
$57.6K ﹤0.01%
333
-2,926
779
$57.4K ﹤0.01%
2,420
+498
780
$57.4K ﹤0.01%
265
-897
781
$57.1K ﹤0.01%
115
-1
782
$57K ﹤0.01%
1,887
+40
783
$57K ﹤0.01%
19,824
-6,674
784
$56.9K ﹤0.01%
4,037
-263
785
$56.8K ﹤0.01%
+1,103
786
$56.4K ﹤0.01%
268
+76
787
$56K ﹤0.01%
1,032
+701
788
$55.9K ﹤0.01%
301
789
$55.7K ﹤0.01%
416
-491
790
$55.5K ﹤0.01%
1,159
+430
791
$55.3K ﹤0.01%
2,466
+997
792
$54.7K ﹤0.01%
300
-160
793
$54.6K ﹤0.01%
820
-19
794
$54.4K ﹤0.01%
500
-1,388
795
$54.3K ﹤0.01%
286
-467
796
$54.2K ﹤0.01%
583
-735
797
$54.1K ﹤0.01%
3,262
-359
798
$54K ﹤0.01%
764
-235
799
$54K ﹤0.01%
282
-1,507
800
$53.3K ﹤0.01%
84
-49
30 31
32
33 34