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
76
$6.45M 0.21%
129,210
+86
77
$6.43M 0.21%
16,768
-393
78
$6.28M 0.21%
86,784
+12,879
79
$6.22M 0.2%
107,354
+7,528
80
$6.06M 0.2%
130,286
+4,422
81
$6.02M 0.2%
9,265
-328
82
$5.99M 0.2%
21,057
-2,194
83
$5.98M 0.2%
69,413
-3,387
84
$5.87M 0.19%
22,584
-1,009
85
$5.69M 0.19%
5,859
-178
86
$5.67M 0.19%
58,655
-7,295
87
$5.63M 0.18%
111,252
+36,046
88
$5.53M 0.18%
36,324
-15,385
89
$5.52M 0.18%
127,445
-13,547
90
$5.46M 0.18%
47,879
-4,461
91
$5.4M 0.18%
41,450
+1,157
92
$5.39M 0.18%
84,346
+9,760
93
$5.36M 0.18%
12,816
-1,065
94
$5.19M 0.17%
59,505
-20,962
95
$5.16M 0.17%
16,572
-1,659
96
$5.14M 0.17%
6,736
-314
97
$5.13M 0.17%
131,615
-30,989
98
$5.12M 0.17%
31,670
-1,705
99
$5.1M 0.17%
31,246
+241
100
$5.07M 0.17%
47,034
+7,722
2 3
4
5 6