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
126
$4.02M 0.13%
9,162
-191
127
$3.95M 0.13%
94,568
-21,188
128
$3.92M 0.13%
16,628
-6,820
129
$3.9M 0.13%
4,682
+73
130
$3.88M 0.13%
52,921
+13,515
131
$3.85M 0.13%
32,842
+4,570
132
$3.76M 0.12%
16,522
+2,975
133
$3.76M 0.12%
213,712
+1,137
134
$3.75M 0.12%
14,177
+994
135
$3.74M 0.12%
28,643
-403
136
$3.73M 0.12%
18,879
-5,369
137
$3.71M 0.12%
6,391
+369
138
$3.7M 0.12%
36,213
-5,982
139
$3.69M 0.12%
32,507
+1,808
140
$3.67M 0.12%
31,592
+2,259
141
$3.6M 0.12%
17,303
+2,249
142
$3.6M 0.12%
42,855
-4,173
143
$3.58M 0.12%
52,343
-27,018
144
$3.5M 0.11%
59,644
-7,734
145
$3.48M 0.11%
96,297
-12,807
146
$3.47M 0.11%
64,017
+35,725
147
$3.38M 0.11%
33,622
+33,130
148
$3.38M 0.11%
28,660
+843
149
$3.32M 0.11%
12,249
+2,612
150
$3.3M 0.11%
10,945
+2,955
4 5
6
7 8