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
176
$2.77M 0.09%
10,077
-259
177
$2.76M 0.09%
31,930
+821
178
$2.74M 0.09%
18,413
-1,770
179
$2.73M 0.09%
13,841
+1,725
180
$2.73M 0.09%
20,234
+81
181
$2.72M 0.09%
30,324
+21,916
182
$2.72M 0.09%
48,100
+15,398
183
$2.72M 0.09%
89,062
-9,789
184
$2.7M 0.09%
21,462
+1,921
185
$2.69M 0.09%
18,493
+13,114
186
$2.68M 0.09%
20,725
-4,016
187
$2.67M 0.09%
129,117
+24,123
188
$2.62M 0.09%
10,504
-2,763
189
$2.59M 0.09%
37,860
-2,605
190
$2.58M 0.08%
120,013
+10,260
191
$2.57M 0.08%
21,717
-140
192
$2.54M 0.08%
50,641
+1,001
193
$2.52M 0.08%
62,561
-10,770
194
$2.51M 0.08%
23,681
-9,501
195
$2.49M 0.08%
42,568
+6,651
196
$2.48M 0.08%
25,514
-194
197
$2.47M 0.08%
30,070
-1,855
198
$2.46M 0.08%
32,730
+8,145
199
$2.45M 0.08%
11,491
-616
200
$2.44M 0.08%
9,367
+521
6 7
8
9 10