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
326
$1.16M 0.03%
1,967
-189
327
$1.16M 0.03%
7,079
-194
328
$1.16M 0.03%
20,186
-638
329
$1.15M 0.03%
3,956
-17
330
$1.14M 0.03%
39,045
-1,982
331
$1.14M 0.03%
4,605
-520
332
$1.14M 0.03%
53,872
+22
333
$1.13M 0.03%
6,408
+601
334
$1.12M 0.03%
+6,673
335
$1.12M 0.03%
8,503
-620
336
$1.1M 0.03%
10,152
-170
337
$1.1M 0.03%
16,808
+6,201
338
$1.1M 0.03%
3,066
+258
339
$1.1M 0.03%
116,945
-18,059
340
$1.1M 0.03%
9,578
+1,015
341
$1.09M 0.03%
3,777
-123
342
$1.09M 0.03%
28,319
-516
343
$1.09M 0.03%
22,146
-1,148
344
$1.08M 0.03%
1,891
+298
345
$1.08M 0.03%
4,169
+260
346
$1.07M 0.03%
25,618
-1,731
347
$1.07M 0.03%
6,971
-2,913
348
$1.07M 0.03%
2,951
-52
349
$1.06M 0.03%
4,632
-185
350
$1.06M 0.03%
11,421
+11,337
12 13
14
15 16