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
276
$1.51M 0.04%
71,270
+15,080
277
$1.5M 0.04%
6,247
-343
278
$1.5M 0.04%
39,173
+4,172
279
$1.5M 0.04%
2,835
-41
280
$1.49M 0.04%
16,972
+108
281
$1.49M 0.04%
4,542
+305
282
$1.49M 0.04%
7,071
-264
283
$1.47M 0.04%
5,815
+120
284
$1.47M 0.04%
12,178
+442
285
$1.46M 0.04%
11,278
-1,652
286
$1.45M 0.04%
5,264
-1,538
287
$1.45M 0.04%
7,644
-106
288
$1.43M 0.04%
43,794
-911
289
$1.43M 0.04%
48,337
-1,996
290
$1.42M 0.04%
9,742
-645
291
$1.41M 0.04%
9,797
-367
292
$1.41M 0.04%
2,905
-1,672
293
$1.4M 0.04%
31,265
-15,673
294
$1.4M 0.04%
6,344
-275
295
$1.4M 0.04%
3,146
-130
296
$1.4M 0.04%
19,212
-366
297
$1.39M 0.04%
56,133
+2,822
298
$1.36M 0.04%
4,007
+600
299
$1.35M 0.04%
15,101
-672
300
$1.34M 0.04%
8,217
-3,423
10 11
12
13 14