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
951
$19.8K ﹤0.01%
+1,106
952
$19.8K ﹤0.01%
559
-228
953
$19.8K ﹤0.01%
347
+297
954
$19.4K ﹤0.01%
479
+165
955
$19.3K ﹤0.01%
250
-10
956
$19.2K ﹤0.01%
232
957
$19.1K ﹤0.01%
528
+248
958
$18.2K ﹤0.01%
814
+78
959
$18.1K ﹤0.01%
501
-106
960
$18.1K ﹤0.01%
123
+3
961
$17.9K ﹤0.01%
200
-3
962
$17.8K ﹤0.01%
484
-296
963
$17.7K ﹤0.01%
157
-144
964
$17.2K ﹤0.01%
333
-20
965
$17.2K ﹤0.01%
399
-239
966
$17.1K ﹤0.01%
117
967
$17.1K ﹤0.01%
143
-1,322
968
$17.1K ﹤0.01%
630
+15
969
$17K ﹤0.01%
317
-18
970
$16.8K ﹤0.01%
+558
971
$16.8K ﹤0.01%
123
972
$16.6K ﹤0.01%
515
-289
973
$16.4K ﹤0.01%
225
974
$16.4K ﹤0.01%
232
975
$16.3K ﹤0.01%
437
37 38
39
40 41