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
801
$53.3K ﹤0.01%
281
+71
802
$53.2K ﹤0.01%
256
-145
803
$53K ﹤0.01%
1,825
+1,451
804
$52.9K ﹤0.01%
572
+230
805
$52.5K ﹤0.01%
1,710
-360
806
$52.2K ﹤0.01%
2,495
+4
807
$51.9K ﹤0.01%
3,540
808
$51.5K ﹤0.01%
669
-2
809
$51.3K ﹤0.01%
828
+292
810
$50.9K ﹤0.01%
175
-26
811
$50.8K ﹤0.01%
1,178
-4
812
$50.4K ﹤0.01%
748
+17
813
$50.1K ﹤0.01%
412
-89
814
$48.8K ﹤0.01%
399
-669
815
$48.7K ﹤0.01%
831
+440
816
$48.5K ﹤0.01%
237
-287
817
$48.4K ﹤0.01%
976
+206
818
$48.2K ﹤0.01%
106
819
$47.6K ﹤0.01%
239
-4
820
$47.5K ﹤0.01%
625
+24
821
$47.1K ﹤0.01%
2,172
-739
822
$47K ﹤0.01%
208
-141
823
$46.9K ﹤0.01%
370
+207
824
$46.4K ﹤0.01%
711
-1,242
825
$46.4K ﹤0.01%
1,430
+427
31 32
33
34 35