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
876
$34.7K ﹤0.01%
1,064
-60
877
$34.5K ﹤0.01%
237
-14
878
$34.3K ﹤0.01%
+883
879
$34.1K ﹤0.01%
364
880
$33.8K ﹤0.01%
85
+31
881
$33.6K ﹤0.01%
+367
882
$33.4K ﹤0.01%
250
+18
883
$32.9K ﹤0.01%
468
884
$32.9K ﹤0.01%
760
+562
885
$32.7K ﹤0.01%
331
-191
886
$32.6K ﹤0.01%
144
887
$32.6K ﹤0.01%
3,730
-23,368
888
$32K ﹤0.01%
146
-6
889
$30.3K ﹤0.01%
480
-20
890
$30.2K ﹤0.01%
4,440
+2,231
891
$30.1K ﹤0.01%
525
+34
892
$29.7K ﹤0.01%
1,055
893
$29.6K ﹤0.01%
564
-691
894
$29.6K ﹤0.01%
72
-1
895
$29.4K ﹤0.01%
255
+69
896
$29.4K ﹤0.01%
+2,555
897
$28.9K ﹤0.01%
143
+92
898
$28.2K ﹤0.01%
513
-18
899
$28.2K ﹤0.01%
322
-15
900
$27.8K ﹤0.01%
238
34 35
36
37 38