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
151
$3.18M 0.1%
60,954
-1,772
152
$3.17M 0.1%
44,231
-7,486
153
$3.15M 0.1%
113,345
-1,438
154
$3.14M 0.1%
16,445
-391
155
$3.1M 0.1%
221,941
-9,640
156
$3.09M 0.1%
23,535
-2,071
157
$3.04M 0.1%
11,372
-19
158
$3.03M 0.1%
10,231
-92
159
$2.98M 0.1%
7,385
+18
160
$2.96M 0.1%
6,066
+41
161
$2.94M 0.1%
5,237
-625
162
$2.93M 0.1%
100,326
+3,781
163
$2.92M 0.1%
85,779
-10,102
164
$2.89M 0.09%
74,015
-3,633
165
$2.89M 0.09%
9,227
-633
166
$2.86M 0.09%
10,839
-2,460
167
$2.85M 0.09%
45,127
+2,398
168
$2.83M 0.09%
95,011
+6,070
169
$2.81M 0.09%
56,005
-9,602
170
$2.81M 0.09%
67,132
+4,429
171
$2.8M 0.09%
+27,603
172
$2.79M 0.09%
26,657
+3,865
173
$2.79M 0.09%
56,704
-8,711
174
$2.77M 0.09%
30,406
+2,812
175
$2.77M 0.09%
46,935
+172
5 6
7
8 9