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
1176
$872 ﹤0.01%
46
-62
1177
$872 ﹤0.01%
45
1178
$858 ﹤0.01%
8
-7
1179
$854 ﹤0.01%
133
1180
$812 ﹤0.01%
15
1181
$806 ﹤0.01%
17
1182
$787 ﹤0.01%
2
1183
$727 ﹤0.01%
+11
1184
$690 ﹤0.01%
73
+35
1185
$665 ﹤0.01%
5
-1,686
1186
$631 ﹤0.01%
40
1187
$625 ﹤0.01%
25
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1188
$621 ﹤0.01%
81
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1189
$595 ﹤0.01%
22
1190
$565 ﹤0.01%
+131
1191
$557 ﹤0.01%
+56
1192
$534 ﹤0.01%
60
1193
$531 ﹤0.01%
+150
1194
$490 ﹤0.01%
9
1195
$480 ﹤0.01%
34
1196
$436 ﹤0.01%
9
1197
$432 ﹤0.01%
3
-4
1198
$382 ﹤0.01%
8
-12
1199
$342 ﹤0.01%
109
+16
1200
$295 ﹤0.01%
67
46 47
48
49 50