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
1151
$1.42K ﹤0.01%
120
-150
1152
$1.4K ﹤0.01%
+7
1153
$1.39K ﹤0.01%
125
-138
1154
$1.37K ﹤0.01%
21
-31
1155
$1.25K ﹤0.01%
16
1156
$1.24K ﹤0.01%
477
-2,039
1157
$1.23K ﹤0.01%
+21
1158
$1.23K ﹤0.01%
+5
1159
$1.21K ﹤0.01%
55
1160
$1.2K ﹤0.01%
42
+22
1161
$1.19K ﹤0.01%
1
-1
1162
$1.19K ﹤0.01%
13
1163
$1.18K ﹤0.01%
33
1164
$1.16K ﹤0.01%
+5
1165
$1.13K ﹤0.01%
86
1166
$1.13K ﹤0.01%
17
-20
1167
$1.1K ﹤0.01%
37
1168
$1.09K ﹤0.01%
6
-26
1169
$1.03K ﹤0.01%
17
-30
1170
$1.02K ﹤0.01%
193
1171
$945 ﹤0.01%
49
1172
$942 ﹤0.01%
27
-1,027
1173
$940 ﹤0.01%
37
1174
$934 ﹤0.01%
193
1175
$893 ﹤0.01%
+4
45 46
47
48 49