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
1076
$6.98K ﹤0.01%
94
-32
1077
$6.96K ﹤0.01%
625
-222
1078
$6.6K ﹤0.01%
123
-273
1079
$6.53K ﹤0.01%
88
1080
$6.31K ﹤0.01%
190
-2,560
1081
$6.2K ﹤0.01%
88
1082
$6.08K ﹤0.01%
170
-43
1083
$6.04K ﹤0.01%
396
-33
1084
$6.03K ﹤0.01%
157
+46
1085
$6K ﹤0.01%
108
1086
$5.98K ﹤0.01%
115
1087
$5.8K ﹤0.01%
326
+25
1088
$5.79K ﹤0.01%
90
-146
1089
$5.29K ﹤0.01%
852
-19
1090
$5.16K ﹤0.01%
390
-29
1091
$5.15K ﹤0.01%
251
1092
$5.03K ﹤0.01%
+26
1093
$4.98K ﹤0.01%
130
1094
$4.91K ﹤0.01%
139
-343
1095
$4.46K ﹤0.01%
170
1096
$4.37K ﹤0.01%
111
-1,168
1097
$4.3K ﹤0.01%
140
1098
$4.14K ﹤0.01%
37
1099
$4.14K ﹤0.01%
+58
1100
$3.98K ﹤0.01%
378
-72
42 43
44
45 46