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
101
$5.01M 0.16%
103,056
+12,951
102
$4.99M 0.16%
131,704
+13,824
103
$4.99M 0.16%
20,299
+694
104
$4.98M 0.16%
72,402
-26,087
105
$4.94M 0.16%
50,820
+13,770
106
$4.93M 0.16%
40,007
+1,731
107
$4.92M 0.16%
50,398
-4,258
108
$4.89M 0.16%
79,872
-4,416
109
$4.89M 0.16%
10,741
-84
110
$4.88M 0.16%
63,320
-1,513
111
$4.83M 0.16%
13,938
+675
112
$4.81M 0.16%
16,322
-1,010
113
$4.8M 0.16%
19,177
+1,625
114
$4.73M 0.16%
6,771
+1,063
115
$4.72M 0.15%
22,894
-1,114
116
$4.65M 0.15%
59,766
+1,505
117
$4.57M 0.15%
9,597
-321
118
$4.5M 0.15%
60,766
-1,647
119
$4.48M 0.15%
24,484
+1,263
120
$4.46M 0.15%
36,354
-3,027
121
$4.4M 0.14%
16,110
+108
122
$4.38M 0.14%
38,631
+1,840
123
$4.35M 0.14%
24,849
-2,512
124
$4.14M 0.14%
26,172
+710
125
$4.09M 0.13%
62,716
-10,173
3 4
5
6 7