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
1101
$3.86K ﹤0.01%
216
+145
1102
$3.61K ﹤0.01%
113
1103
$3.53K ﹤0.01%
107
-582
1104
$3.41K ﹤0.01%
182
-366
1105
$3.4K ﹤0.01%
+18
1106
$3.29K ﹤0.01%
198
-177
1107
$3.26K ﹤0.01%
277
1108
$3.21K ﹤0.01%
148
-150
1109
$3.2K ﹤0.01%
212
1110
$3.06K ﹤0.01%
77
-297
1111
$2.9K ﹤0.01%
25
-6
1112
$2.89K ﹤0.01%
1,505
+968
1113
$2.76K ﹤0.01%
+36
1114
$2.74K ﹤0.01%
64
1115
$2.71K ﹤0.01%
227
-262
1116
$2.58K ﹤0.01%
126
1117
$2.56K ﹤0.01%
81
-84
1118
$2.56K ﹤0.01%
21
-492
1119
$2.51K ﹤0.01%
+4
1120
$2.47K ﹤0.01%
621
1121
$2.44K ﹤0.01%
+117
1122
$2.24K ﹤0.01%
24
1123
$2.24K ﹤0.01%
188
+68
1124
$2.18K ﹤0.01%
12
-36
1125
$2.12K ﹤0.01%
106
43 44
45
46 47