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
201
$2.44M 0.08%
6,721
+508
202
$2.38M 0.08%
18,167
+799
203
$2.38M 0.08%
22,168
-6,141
204
$2.37M 0.08%
30,138
+17,229
205
$2.37M 0.08%
44,798
-6,708
206
$2.36M 0.08%
4,034
+36
207
$2.35M 0.08%
17,116
+21
208
$2.32M 0.08%
10,404
+926
209
$2.31M 0.08%
82,892
+424
210
$2.31M 0.08%
55,249
+5,538
211
$2.31M 0.08%
25,255
-274
212
$2.3M 0.08%
20,352
+131
213
$2.29M 0.08%
3,131
+103
214
$2.26M 0.07%
5,223
+67
215
$2.2M 0.07%
22,779
-5
216
$2.19M 0.07%
4,347
-4,943
217
$2.18M 0.07%
89,016
+1,852
218
$2.18M 0.07%
3,914
+587
219
$2.17M 0.07%
7,199
-105
220
$2.17M 0.07%
22,706
-1,514
221
$2.15M 0.07%
39,535
+4,043
222
$2.15M 0.07%
46,444
-348
223
$2.14M 0.07%
10,339
+4,229
224
$2.13M 0.07%
22,491
+10,777
225
$2.13M 0.07%
12,239
-368
7 8
9
10 11