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
$3.58B
AUM Growth
+$98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,361
New
Increased
Reduced
Closed

Top Buys

1
+$28.2M
2
+$24.1M
3
+$16.2M
4
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$16M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$11.9M

Top Sells

1
+$5.49M
2
+$4.48M
3
+$3.68M
4
EPD icon
Enterprise Products Partners
EPD
+$3.08M
5
VRTX icon
Vertex Pharmaceuticals
VRTX
+$3.01M

Sector Composition

1 Technology 7.48%
2 Financials 5.15%
3 Healthcare 3.51%
4 Industrials 3.15%
5 Consumer Discretionary 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.08M 0.06%
3,002
-3,015
227
$2.07M 0.06%
44,674
-1,085
228
$2.07M 0.06%
11,808
-241
229
$2.07M 0.06%
15,823
-3,874
230
$2.06M 0.06%
4,514
+249
231
$2.02M 0.06%
18,246
-3,462
232
$1.99M 0.06%
24,671
-731
233
$1.99M 0.06%
10,018
+737
234
$1.98M 0.06%
20,290
+7,465
235
$1.97M 0.06%
13,845
-1,044
236
$1.95M 0.05%
43,626
+16
237
$1.91M 0.05%
10,335
+331
238
$1.87M 0.05%
2,970
-510
239
$1.86M 0.05%
78,958
+14,921
240
$1.86M 0.05%
5,157
+217
241
$1.84M 0.05%
24,667
-1,008
242
$1.84M 0.05%
6,130
+1,545
243
$1.83M 0.05%
8,619
+340
244
$1.81M 0.05%
15,310
-640
245
$1.81M 0.05%
23,824
+3,229
246
$1.79M 0.05%
34,146
+3,051
247
$1.76M 0.05%
19,417
-1,912
248
$1.76M 0.05%
18,190
+611
249
$1.76M 0.05%
20,864
-476
250
$1.75M 0.05%
32,943
-50
8 9
10
11 12