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
426
$625K 0.02%
2,464
+346
427
$623K 0.02%
4,719
-382
428
$619K 0.02%
1,042
+311
429
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430
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19,475
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431
$595K 0.02%
7,356
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432
$579K 0.02%
7,978
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433
$576K 0.02%
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434
$574K 0.02%
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435
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436
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4,760
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437
$566K 0.02%
1,791
-383
438
$554K 0.02%
30,635
+26,284
439
$535K 0.02%
11,841
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440
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35,164
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441
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442
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443
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6,821
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444
$513K 0.01%
7,115
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445
$504K 0.01%
13,873
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446
$500K 0.01%
9,420
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447
$496K 0.01%
2,804
+1,070
448
$496K 0.01%
4,531
-114
449
$494K 0.01%
2,554
+691
450
$493K 0.01%
1,086
-15
16 17
18
19 20