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
251
$1.75M 0.05%
8,682
-180
252
$1.74M 0.05%
5,940
-33
253
$1.73M 0.05%
16,281
+905
254
$1.73M 0.05%
16,240
-1,091
255
$1.73M 0.05%
348
+5
256
$1.72M 0.05%
3,704
-97
257
$1.7M 0.05%
8,631
+434
258
$1.69M 0.05%
18,901
+781
259
$1.67M 0.05%
9,022
-320
260
$1.66M 0.05%
13,169
-3,643
261
$1.65M 0.05%
5,718
-322
262
$1.64M 0.05%
28,663
-4,512
263
$1.6M 0.04%
26,603
+1,715
264
$1.6M 0.04%
25,557
+518
265
$1.6M 0.04%
43,917
-50,550
266
$1.59M 0.04%
7,582
-320
267
$1.57M 0.04%
14,168
-466
268
$1.56M 0.04%
5,786
+816
269
$1.56M 0.04%
12,356
-7,548
270
$1.54M 0.04%
47,097
+2,697
271
$1.54M 0.04%
16,593
+4,773
272
$1.53M 0.04%
6,810
-179
273
$1.52M 0.04%
882
+47
274
$1.52M 0.04%
5,691
-164
275
$1.51M 0.04%
13,749
+13,707
9 10
11
12 13