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
1126
$2.1K ﹤0.01%
4
1127
$2.08K ﹤0.01%
+93
1128
$2.08K ﹤0.01%
34
1129
$2.06K ﹤0.01%
47
1130
$2.04K ﹤0.01%
15
-33
1131
$1.95K ﹤0.01%
50
1132
$1.92K ﹤0.01%
47
-54
1133
$1.92K ﹤0.01%
175
1134
$1.85K ﹤0.01%
30
1135
$1.81K ﹤0.01%
32
-136
1136
$1.79K ﹤0.01%
+5
1137
$1.72K ﹤0.01%
+21
1138
$1.7K ﹤0.01%
+36
1139
$1.7K ﹤0.01%
+11
1140
$1.69K ﹤0.01%
19
-28
1141
$1.6K ﹤0.01%
115
1142
$1.59K ﹤0.01%
20
-1
1143
$1.58K ﹤0.01%
26
1144
$1.53K ﹤0.01%
15
-7
1145
$1.5K ﹤0.01%
33
-6
1146
$1.47K ﹤0.01%
+20
1147
$1.47K ﹤0.01%
+14
1148
$1.46K ﹤0.01%
50
-93
1149
$1.46K ﹤0.01%
+9
1150
$1.42K ﹤0.01%
107
44 45
46
47 48