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
976
$16.2K ﹤0.01%
376
-203
977
$16.1K ﹤0.01%
362
-27
978
$16.1K ﹤0.01%
723
-397
979
$15.8K ﹤0.01%
344
-5
980
$15.7K ﹤0.01%
37
-25
981
$15.6K ﹤0.01%
335
-21
982
$15.6K ﹤0.01%
1,015
+260
983
$15.6K ﹤0.01%
180
-19
984
$15.5K ﹤0.01%
78
-1,117
985
$15.4K ﹤0.01%
179
+35
986
$15.4K ﹤0.01%
197
-773
987
$15.1K ﹤0.01%
1,266
+682
988
$15K ﹤0.01%
389
-116
989
$15K ﹤0.01%
129
-3
990
$15K ﹤0.01%
126
991
$14.9K ﹤0.01%
+380
992
$14.9K ﹤0.01%
120
993
$14.8K ﹤0.01%
409
-275
994
$14.8K ﹤0.01%
743
-3,417
995
$14.5K ﹤0.01%
66
+49
996
$14.4K ﹤0.01%
7,571
-4,630
997
$14.1K ﹤0.01%
494
+275
998
$14K ﹤0.01%
86
999
$14K ﹤0.01%
65
-4
1000
$13.8K ﹤0.01%
+273
38 39
40
41 42