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
1201
$238 ﹤0.01%
12
1202
$114 ﹤0.01%
1
1203
$89 ﹤0.01%
9
1204
$63 ﹤0.01%
600
1205
$32 ﹤0.01%
+1
1206
$29 ﹤0.01%
1
1207
$24 ﹤0.01%
1
-31
1208
$22 ﹤0.01%
400
1209
$4 ﹤0.01%
1
1210
– –
-1,540
1211
– –
-1,250
1212
– –
-2,927
1213
– –
-520
1214
– –
-855
1215
– –
-1,371
1216
– –
-202
1217
– –
-49
1218
– –
-529
1219
– –
-1,998
1220
– –
-319
1221
– –
-2,374
1222
– –
-3,665
1223
– –
-100
1224
– –
-834
1225
– –
-500
47 48
49
50 51