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
926
$24.1K ﹤0.01%
183
-78
927
$23.8K ﹤0.01%
548
+186
928
$23.6K ﹤0.01%
916
+417
929
$23.3K ﹤0.01%
635
-9,557
930
$23.1K ﹤0.01%
793
-5,339
931
$23.1K ﹤0.01%
156
932
$23.1K ﹤0.01%
91
933
$22.8K ﹤0.01%
3,250
934
$22.2K ﹤0.01%
645
-492
935
$22.1K ﹤0.01%
245
936
$21.9K ﹤0.01%
331
-772
937
$21.9K ﹤0.01%
126
-70
938
$21.8K ﹤0.01%
+67
939
$21.7K ﹤0.01%
249
+108
940
$21.7K ﹤0.01%
350
+71
941
$21.5K ﹤0.01%
164
-2,223
942
$21.4K ﹤0.01%
1,822
+47
943
$21.4K ﹤0.01%
113
944
$21.2K ﹤0.01%
112
945
$21.1K ﹤0.01%
184
-11
946
$20.7K ﹤0.01%
543
-312
947
$20.6K ﹤0.01%
230
948
$20.5K ﹤0.01%
298
-6,803
949
$20K ﹤0.01%
263
-92
950
$20K ﹤0.01%
539
-139
36 37
38
39 40