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
901
$27.7K ﹤0.01%
1,208
+456
902
$27.6K ﹤0.01%
323
903
$27.2K ﹤0.01%
315
-1,173
904
$27.2K ﹤0.01%
856
-201
905
$26.7K ﹤0.01%
221
+113
906
$26.6K ﹤0.01%
145
-1
907
$26.6K ﹤0.01%
+1,015
908
$26.4K ﹤0.01%
1,887
-6,597
909
$26.3K ﹤0.01%
1,010
+211
910
$26.3K ﹤0.01%
746
+248
911
$26.1K ﹤0.01%
997
+567
912
$25.9K ﹤0.01%
247
913
$25.9K ﹤0.01%
151
-7
914
$25.6K ﹤0.01%
186
+182
915
$25.3K ﹤0.01%
382
916
$25.2K ﹤0.01%
95
+93
917
$25.1K ﹤0.01%
195
-10
918
$25K ﹤0.01%
497
+134
919
$24.9K ﹤0.01%
1,096
+609
920
$24.8K ﹤0.01%
869
-509
921
$24.8K ﹤0.01%
389
+144
922
$24.7K ﹤0.01%
234
+48
923
$24.5K ﹤0.01%
133
+29
924
$24.4K ﹤0.01%
185
-5,284
925
$24.3K ﹤0.01%
571
35 36
37
38 39