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
1051
$8.85K ﹤0.01%
550
-192
1052
$8.69K ﹤0.01%
154
-2,566
1053
$8.68K ﹤0.01%
144
-83
1054
$8.66K ﹤0.01%
343
+29
1055
$8.65K ﹤0.01%
191
1056
$8.65K ﹤0.01%
32
1057
$8.61K ﹤0.01%
318
1058
$8.56K ﹤0.01%
108
1059
$8.4K ﹤0.01%
87
-26
1060
$8.34K ﹤0.01%
126
-2
1061
$8.19K ﹤0.01%
323
+83
1062
$8.08K ﹤0.01%
460
1063
$8K ﹤0.01%
159
-118
1064
$7.98K ﹤0.01%
144
-8,816
1065
$7.71K ﹤0.01%
+137
1066
$7.57K ﹤0.01%
44
1067
$7.51K ﹤0.01%
+297
1068
$7.42K ﹤0.01%
1,000
1069
$7.36K ﹤0.01%
167
-4
1070
$7.34K ﹤0.01%
1,166
1071
$7.2K ﹤0.01%
+383
1072
$7.17K ﹤0.01%
95
-9
1073
$7.12K ﹤0.01%
+320
1074
$7.07K ﹤0.01%
+376
1075
$7.04K ﹤0.01%
57
41 42
43
44 45