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
301
$1.32M 0.04%
13,832
-391
302
$1.32M 0.04%
9,998
-293
303
$1.32M 0.04%
61,625
+13,302
304
$1.3M 0.04%
653
-817
305
$1.3M 0.04%
5,536
+498
306
$1.29M 0.04%
3,670
-18
307
$1.29M 0.04%
5,519
-601
308
$1.29M 0.04%
12,684
+424
309
$1.29M 0.04%
27,792
+1,123
310
$1.29M 0.04%
22,743
-9,685
311
$1.28M 0.04%
25,807
-3,003
312
$1.27M 0.04%
26,210
-1,068
313
$1.25M 0.04%
16,308
-1,182
314
$1.24M 0.03%
3,769
+3,029
315
$1.22M 0.03%
12,580
+134
316
$1.22M 0.03%
31,832
+322
317
$1.22M 0.03%
22,453
-117
318
$1.22M 0.03%
8,823
+7,288
319
$1.21M 0.03%
1,716
-17
320
$1.19M 0.03%
17,914
-476
321
$1.19M 0.03%
18,787
-20,780
322
$1.19M 0.03%
4,297
-1,884
323
$1.18M 0.03%
5,349
-1,036
324
$1.18M 0.03%
15,462
+7,502
325
$1.18M 0.03%
38,456
-951
11 12
13
14 15