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
1001
$13.7K ﹤0.01%
647
-93
1002
$13.6K ﹤0.01%
975
-7
1003
$13.3K ﹤0.01%
620
+75
1004
$13.3K ﹤0.01%
118
1005
$13.2K ﹤0.01%
83
-26
1006
$12.9K ﹤0.01%
94
-97
1007
$12.7K ﹤0.01%
431
1008
$12.7K ﹤0.01%
189
1009
$12.7K ﹤0.01%
+176
1010
$12.5K ﹤0.01%
41
-6
1011
$12.4K ﹤0.01%
66
-3
1012
$12.4K ﹤0.01%
363
+25
1013
$12.4K ﹤0.01%
161
+16
1014
$12.3K ﹤0.01%
804
1015
$12.2K ﹤0.01%
125
+46
1016
$12K ﹤0.01%
49
1017
$12K ﹤0.01%
528
+148
1018
$11.9K ﹤0.01%
245
+131
1019
$11.6K ﹤0.01%
266
+48
1020
$11.6K ﹤0.01%
434
-104
1021
$11.5K ﹤0.01%
233
-61
1022
$11.5K ﹤0.01%
112
-54
1023
$11.5K ﹤0.01%
27
-282
1024
$11.3K ﹤0.01%
116
+20
1025
$11.2K ﹤0.01%
+125
39 40
41
42 43