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
351
$1.03M 0.03%
2,114
+266
352
$1.02M 0.03%
125
-3
353
$1.02M 0.03%
11,011
-218
354
$1.02M 0.03%
2,203
-46
355
$1.01M 0.03%
13,159
-1,199
356
$998K 0.03%
41,103
+4,175
357
$997K 0.03%
11,641
-1,095
358
$993K 0.03%
3,769
-626
359
$990K 0.03%
2,684
-310
360
$966K 0.03%
14,235
+11,202
361
$963K 0.03%
17,885
+10,504
362
$958K 0.03%
6,546
+25
363
$956K 0.03%
15,808
+8,293
364
$939K 0.03%
7,058
-355
365
$927K 0.03%
3,444
+625
366
$925K 0.03%
13,554
+4,958
367
$916K 0.03%
17,423
-3,101
368
$914K 0.03%
7,566
-2,962
369
$912K 0.03%
4,440
+1,160
370
$904K 0.03%
13,403
+1,121
371
$899K 0.03%
15,858
-875
372
$899K 0.03%
1,413
-107
373
$879K 0.02%
27,247
-823
374
$879K 0.02%
2,075
+96
375
$874K 0.02%
4,765
-3,788
13 14
15
16 17