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
826
$46.3K ﹤0.01%
134
-641
827
$46.1K ﹤0.01%
892
+158
828
$45.6K ﹤0.01%
450
829
$45.6K ﹤0.01%
428
-218
830
$45.6K ﹤0.01%
677
+30
831
$45.6K ﹤0.01%
383
+19
832
$45.5K ﹤0.01%
440
-444
833
$45.4K ﹤0.01%
1,038
+111
834
$45.2K ﹤0.01%
1,314
-837
835
$45.1K ﹤0.01%
+527
836
$44.4K ﹤0.01%
4,342
-140
837
$44.1K ﹤0.01%
344
-1,146
838
$43.9K ﹤0.01%
438
-1,101
839
$43.3K ﹤0.01%
400
-1,085
840
$43.3K ﹤0.01%
407
-221
841
$42.7K ﹤0.01%
321
-92
842
$41.8K ﹤0.01%
3,000
+1,208
843
$41.8K ﹤0.01%
959
-9,060
844
$41.7K ﹤0.01%
342
-1
845
$41.7K ﹤0.01%
501
-3
846
$41.2K ﹤0.01%
799
+151
847
$41.1K ﹤0.01%
204
+4
848
$41.1K ﹤0.01%
188
+65
849
$40.7K ﹤0.01%
295
-8
850
$40.5K ﹤0.01%
455
32 33
34
35 36