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
851
$40.1K ﹤0.01%
500
852
$40.1K ﹤0.01%
1,216
-10
853
$39.7K ﹤0.01%
+218
854
$39.6K ﹤0.01%
917
+395
855
$39.6K ﹤0.01%
380
+104
856
$39.2K ﹤0.01%
734
-1,421
857
$39K ﹤0.01%
419
-12
858
$38.9K ﹤0.01%
262
+63
859
$38.6K ﹤0.01%
493
+2
860
$38.5K ﹤0.01%
405
-95
861
$38.4K ﹤0.01%
207
-136
862
$38.4K ﹤0.01%
2,326
-109
863
$38.3K ﹤0.01%
237
864
$38.2K ﹤0.01%
92
-12
865
$36.8K ﹤0.01%
583
-242
866
$36.7K ﹤0.01%
415
+33
867
$36.7K ﹤0.01%
1,493
-19,046
868
$36.5K ﹤0.01%
720
+9
869
$36.3K ﹤0.01%
2,002
+61
870
$35.6K ﹤0.01%
1,025
-4,796
871
$35.1K ﹤0.01%
1,398
+36
872
$35.1K ﹤0.01%
539
+294
873
$34.8K ﹤0.01%
560
874
$34.8K ﹤0.01%
395
+204
875
$34.7K ﹤0.01%
261
+15
33 34
35
36 37