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
1026
$11.2K ﹤0.01%
155
-62
1027
$11K ﹤0.01%
479
+279
1028
$11K ﹤0.01%
1,627
-851
1029
$10.9K ﹤0.01%
79
+18
1030
$10.8K ﹤0.01%
209
+40
1031
$10.6K ﹤0.01%
66
+13
1032
$10.6K ﹤0.01%
130
-73
1033
$10.3K ﹤0.01%
162
1034
$10.3K ﹤0.01%
299
-135
1035
$10.2K ﹤0.01%
100
1036
$10.1K ﹤0.01%
198
+45
1037
$10K ﹤0.01%
351
+45
1038
$10K ﹤0.01%
+453
1039
$9.95K ﹤0.01%
199
1040
$9.89K ﹤0.01%
258
1041
$9.78K ﹤0.01%
264
1042
$9.69K ﹤0.01%
+192
1043
$9.62K ﹤0.01%
57
-9
1044
$9.46K ﹤0.01%
153
+30
1045
$9.4K ﹤0.01%
207
-49
1046
$9.35K ﹤0.01%
451
-121
1047
$9.19K ﹤0.01%
+810
1048
$9.07K ﹤0.01%
70
-41
1049
$9.04K ﹤0.01%
+131
1050
$8.99K ﹤0.01%
144
40 41
42
43 44